Quipus Capital
Global investment knowledge repository
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||
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quipuscapital.comLatest Issues
Vulcabras - VULC3
The Brazilian leader in running shoes at less than 10x earnings
Call me repetitive, but I just cannot stop with Brazil.
[free] Brazil Fast Fashion Overview
Mulher Mameluca - Albert Eckhout - 1640s - Dutch Brazil - Wikimedia
In my last post, I screened and skimmed over Brazilian consumer discretionary names.
Among these, two of the three fast-fashion retailers in the country came up in the...
Screening: Brazilian consumer discretionary
Recently, I have found many companies in Brazil that seem to have attractive valuations.
Recently, I have found many companies in Brazil that seem to have attractive valuations. My latest articles all address that topic, and I continue to...
My current screening setup
Over the past few months, I have been making my idea-generation process more systematic.
Over the past few months, I have been making my idea-generation process more systematic.
2Q26 Portfolio Review
After every quarter, I provide a review of the performance and positions of my two personal accounts (IBKR and Argentina).
After every quarter, I provide a review of the performance and positions of my two personal accounts (IBKR and Argen...
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