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
Issues208Founded3 years agoLast Issue6 days ago
Active

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Latest Issues

Brazil Value Talks: Jayme Simão

Performed 2x Ibovespa Index in 2 Years

Today I have the pleasure of interviewing Brazilian investor Jayme Simão.

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The eclipse of the Magnificent Seven #IBOVESPA

Mentions of the “Magnificent Seven” have all but vanished from the headlines—something that should surprise no one who has followed the market for any length of time. With every new technology, a group of companies emerges to dominate the s...

11 days ago
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Poor Charlie’s Almanack

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Chapter 2

The Munger Approach to Life, Learning, and Decision Making

Chapter 2 of Poor Charlie’s Almanack introduces what Charlie Munger considers the foundation of sound judgment: worldly wisdom. Rather than fo...

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The retirement stock #IBOVESPA

Did you fall for my trap? After all, Mosca has always said he doesn’t recommend individual stocks. It’s just a marketing hook—hahaha. I’m pretty sure we’d all love to pick the next Nvidia—that stock that multiplies exponentially and sets up...

18 days ago
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Brazil Value Talks: Filipe Ramos, CGA (Clube Azul Investimentos)

Multiplied Invested Capital by 4x in 5 Years

Today I have the pleasure of interviewing Brazilian investor Filipe Ramos.

19 days ago
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  • Brazil Investor

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

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