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Infra Research

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Infra Research

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues62Foundeda year agoLast Issue14 days ago
Active
Language
Portuguese

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Latest Issues

Simulação de Monte Carlo: uma forma de lidar com a incerteza

Como aplicar uma simulação de Monte Carlo pode ajudar nosso cérebro a lidar com investimentos em ambientes de incerteza

Introdução

14 days ago
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Debenture de Belo Monte negocia a IPCA+ 12%. Oportunidade ou Alerta?

Belo Monte é uma obra prima da engenharia. Mas carrega consigo um problema financeiro complexo e de difícil solução. Neste artigo analisamos a usina e sua debenture, como uma possível oportunidade.

Disclaimer

21 days ago
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O mesmo ativo, dois investidores: o que a Tropicália Transmissora ensina sobre BDIV11 e KDIF11

Quando dois fundos de investimentos estão relacionados pelo mesmo ativo subjacente.

Introdução

a month ago
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O sol do Nordeste brasileiro que pode brilhar na sua carteira de investimentos

Revisitamos a tese do PPEI11, fundo da Prisma Capital, que investe em 4 usinas solares no Nordeste do Brasil.

Disclaimer

a month ago
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Commodities: um Framework para Investimentos de Longo Prazo

Como investimentos, oferta e demanda moldam os ciclos de longo prazo de petróleo, ouro, prata e cobre — e por que os preços atuais podem representar uma das maiores oportunidades dos últimos 125 anos.

Introdução

2 months ago
8
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  • Infra Research

    Análises econômico-financeiras em Infraestrutura, Energia, Petróleo, Mineração e Bitcoin | Economic and Financial analysis for Infrastructure, Energy, Oil, Mining and Bitcoin

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