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BTG Pactual: ROE and Growth Avenues (BPAC3, BPAC5, BPAC11)
In-depth analysis of BTG Pactual's capital returns and growth prospects segment by segment
Aug 8
6
1
July 2026
How the multiple imposes fundamental questions
Some thoughts on multiples, growth, and capital allocation, from an exploratory analysis on BTG Pactual
Jul 28
11
1
Vulcabras - VULC3
The Brazilian leader in running shoes at less than 10x earnings
Jul 22
4
2
Brazil Fast Fashion Overview
LREN3, CEAB3, RIAA3
Jul 16
3
1
Screening: Brazilian consumer discretionary
Recently, I have found many companies in Brazil that seem to have attractive valuations.
Jul 11
6
1
My current screening setup
Over the past few months, I have been making my idea-generation process more systematic.
Jul 8
13
2
2Q26 Portfolio Review
After every quarter, I provide a review of the performance and positions of my two personal accounts (IBKR and Argentina).
Jul 4
9
1
June 2026
Alpargatas / Havaianas - $ALPA4.SA
Is Havaianas Coca Cola for the feet?
Jun 28
7
1
2
Brazilian microcap deep value
Six 5x P/E companies: deep value or value traps?
Jun 14
14
1
May 2026
Brazilian real estate developers: MSD multiples
$CURY3, $CYRE3, $DIRR3, $TEND3, $EZTC3, $MRVE3, $MDNE3, $LAVV3, $PLPL3
May 31
7
1
Annex - Brazilian real estate developers: MSD multiples
This Annex to the Brazilian Real Estate Developers article provides the file containing the models used in the original article, and the data used to…
May 31
US Meatpacking ($TSN, $SFD, $PPC): Cheap enough?
[FREE TO READ] The largest US protein producers at a cyclical inflection
May 16
7
1
1
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