Reletter
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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
Issues191Founded3 years agoLast Issue7 days ago
Active

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Latest Issues

Brazil Value Talks: Anderson Lueders (Real Investor Asset Management) — Repost

The Brazilian Charlie Munger

There is a lot of noise in the market and very little timeless wisdom.

7 days ago
6
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Forever young #IBOVESPA

My father, at my age, was already no longer professionally active. Not because he was different from everyone else — that was simply how the world worked back then. Someone in their fifties was considered old in every sense of the word, per...

12 days ago
13

Poor Charlie’s Almanack

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Starting a Journey Through Poor Charlie’s Almanack

There’s a question every serious investor eventually faces at some point:
what truly separates the great investors from the crowd?

It’s not just intelligence. It...

14 days ago
6

5% - where the ghost becomes a nightmare #IBOVESPA

Every major financial news outlet is covering the rise in international interest rates with fanfare. I understand the nervousness. The comparison with the 1970s, when US interest rates reached double digits, amplifies any apprehension. Prob...

19 days ago
8

Brazil Value Talks: Pedro Perin — Repost

Multiplied Invested Capital by 30x in 7.5 Years

There is a lot of noise in the market and very little timeless wisdom.

21 days ago
7
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  • Brazil Investor

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

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