Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 214 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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brazilstocks.substack.comLatest Issues
Brazil Value Talks: Gabriel Negraes — Repost
Multiplied Invested Capital by 16x in 4 Years
There is a lot of noise in the market and very little timeless wisdom.
You get it right through luck or competence #Strategy #IBOVESPA
After so many years in the finance industry—a field I would characterize as speculative—whenever I reflect on my major successes, I classify them this way: luck played a bigger role than competence. Not that competence isn’t important, but...
Brazil Value Talks: Nilson Sato (Consultor CVM)
Multiplied Invested Capital by 6x in 5 Years
Today I have the pleasure of interviewing Brazilian investor Nilson Sato.
Nvidia delivers for the #IBOVESPA crowd.
Jensen Huang is such a skilled strategist that I don’t need to waste space explaining the obvious. Ten years ago, he was running a manufacturer of gaming graphics cards. Today, he leads the most valuable company on the planet, having surpas...
Ivan Barboza, CFA (Ártica Asset Management)
Multiplied Invested Capital by 15x in 10 Years
Today I have the pleasure of interviewing Brazilian investor Ivan Barboza, CFA.
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Authors
The writers behind this newsletter.
Brazilian. Former Morgan Stanley Research. 20 years investing in Brazil Stock and Bond Markets.
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