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Brazil Stocks

Brazil Investor

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues202Founded3 years agoLast Issue8 days ago
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Latest Issues

Poor Charlie’s Almanack

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Chapter 1

And Bill Gates Has to Say

The final section of Chapter 1 of Poor Charlie’s Almanack gives readers a unique perspective on Charlie Munger through the eyes of Bill Gates. Unlike a conventional endorsemen...

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Brazil Value Talks: Diego Lobato

Multiplied Invested Capital by 5x in 5 Years

Today I have the pleasure of interviewing Brazilian investor Diego Lobato.

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Navigating New Waters #IBOVESPA

I’ve noticed that more and more Brazilians are looking for investment opportunities abroad. This is a very healthy trend, since we’ve long been told not to put all our eggs in one basket—although lately, diversification itself has become mo...

20 days ago
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Poor Charlie’s Almanack

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Chapter 1

Remembering: The Children on Charlie

One of the most fascinating aspects of Poor Charlie’s Almanack is that it does not present Charlie Munger solely through his speeches or investment philosophy. In t...

22 days ago
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The Rule of Eighteen #IBOVESPA

The “rule of nine” is an old arithmetic check—a quick way to verify whether a calculation is correct. When I say the dollar has passed the “rule of eighteen,” it is not modesty: I mean it has been tested twice over, under the widest variety...

a month ago
9

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  • Brazil Investor

    Brazilian. Former Morgan Stanley Research. 20 years investing in Brazil Stock and Bond Markets.

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