Quipus Capital
Global investment knowledge repository
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 66 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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quipuscapital.comLatest Issues
US Meatpacking ($TSN, $SFD, $PPC): Cheap enough?
The Fat Stock Market - Claire Leighton - 1932
The last post in the blog covered the cyclical situation of the Brazilian meatpackers. Because two of the three meatpackers have substantial operations in the US, that article already explored...
Brazilian Meatpackers: Cyclical turn?
2Q26 update of Brazilian meatpackers
The Brazilian meatpackers are a very interesting industry.
Brazilian Meatpackers: Cyclical turn? Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.
Disclaimer:...
Forest Industries II: North American Wood Products
A leveraged play on the US construction cycle undergoing its worst downcycle since the GFC
Continuing the analysis of Forest Industries from my last article (Forest Industries I: Basics), this article dives a little deeper into the wood pr...
Forest Industries II: North American Wood Products Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.
Disclaimer:...
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