Quipus Capital
Global investment knowledge repository
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 78 | Founded | 5 years ago | Last Issue | 16 days ago |
| Active | |||||
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quipuscapital.comLatest Issues
Bubble history: Dotcom vs AI
The launch of the Netscape browser in 1994 and the company’s IPO in 1995 are considered the beginning of the Internet theme, then bubble, then mania - XDA Developers
The AI theme reaching ever more impressive heights after the US-Iran deal...
BTG Pactual: ROE and Growth Avenues (BPAC3, BPAC5, BPAC11)
In-depth analysis of BTG Pactual's capital returns and growth prospects segment by segment
BTG Pactual (BTG for simplicity) sits at the center of the Brazilian capital markets. It is the largest investment bank and trading desk, one of the...
How the multiple imposes fundamental questions
Some thoughts on multiples, growth, and capital allocation, from an exploratory analysis on BTG Pactual
Recently, I have been trying to become more effective, efficient, and assertive in my research.
Vulcabras - VULC3
The Brazilian leader in running shoes at less than 10x earnings
Call me repetitive, but I just cannot stop with Brazil.
Brazil Fast Fashion Overview
LREN3, CEAB3, RIAA3
In my last post, I screened and skimmed over Brazilian consumer discretionary names.
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