Quipus Capital

US Meatpacking ($TSN, $SFD, $PPC): Cheap enough?

[FREE TO READ] The largest US protein producers at a cyclical inflection

May 16

6

1

1

Brazilian Meatpackers: Cyclical turn?

2Q26 update of Brazilian meatpackers

May 3

7

1

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…

May 2

April 2026

Forest Industries II: North American Wood Products

A leveraged play on the US construction cycle undergoing its worst downcycle since the GFC

Apr 19

13

2

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…

Apr 18

1Q26 Portfolio Review

After every quarter, I provide a review of the performance and positions of my two personal accounts (IBKR and Argentina).

Apr 11

18

March 2026

Forest Industries I: Basics

The Forest Industries are a long value chain, extending from natural and planted forests through processed wood materials vital for construction and…

Mar 29

14

2

Brazil Leveraged Names Overview

Analyzing 10 plus companies at the edge of financial breakeven that will benefit from lower rates.

Mar 8

8

1

Brazil Leveraged Names Overview Annex: Derivatives accounting and the upcoming IPCA swap revaluation

A double-click on specific aspects of derivatives and hedge accounting

Mar 8

February 2026

Suzano + Pulp and Paper Primer

The Brazilian hardwood pulp leader at a cyclical cross roads

Feb 15

16

2

3

Suzano + Pulp and Paper Primer Annex

Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or…

Feb 15

2

US Trucking Primer II : Truckload Carriers Overview

Continuing the analysis of the trucking industry and cycle from two weeks ago, this article provides an overview of the truckload carrier segment.

Feb 1

8

2