2023 Highlights

The Best Content of 2023

The year 2023 was incredible!

I'll leave here some hand-selected content for you to enjoy over the next few days:

Neoenergia: Brazilian Utility Leaving Rehab?

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Klabin: Time to Buy Brazil's Largest Packing Paper Company?

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Lojas Renner: Time to Buy Brazil's Largest Clothing Retailer?

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Banrisul: Time to Buy The Largest Bank of Southern Brazil?

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EZ Tec: Time to Buy The Best Homebuilder in Brazil?

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BTG Pactual: Goldman With a Dash of Pinga?

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Itausa: the Brazilian Berkshire Hathaway?

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Grazziotin: Opportunity or Value Trap in Brazil Retail?

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Sanepar: A Beautiful Shit Company?

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Banco do Brasil: Time to Buy BDORY?

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WEG: Why Did I Sell The Best Brazilian Company?

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Bradesco: Time to Buy BBD?

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See you in 2024!

This is not an investment advice.