Infra Research
Infra Research
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | a year ago | Last Issue | 7 days ago |
| Active | Language |  Portuguese | |||
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infraresearch.substack.comLatest Issues
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
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
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
Como a Engie vai comprar a UHE Jirau dela mesma?
Entendendo o movimento societário e o valor apresentado para essa transação em que a Engie compra uma usina de sua própria controladora.
Introdução
Axia e Alupar garantem 53% economia ao consumidor no Leilão de Transmissão. E seus retornos?
Analisamos o retorno para as empresas considerando o elevado nível de deságio, novamente, no Leilão de Transmissão.
Introdução
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Infra Research.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
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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