A 20-page primer on one of the companies best positioned to capture a Brazilian equities recovery.
Economics, politics, and ADRs.
Looking back at 2024, looking forward at 2025.
A basic presentation of the fastest growing sector in the economy.
Tools for dealing with high multiples, uncertainty, and qualitative data.
Stock exchanges, investment banks, insurers, and payment processors
How to understand, model and find opportunities among the cyclicals.
Oligopolies, compounders, and Burry plays among 20+ industrials
Exhibiting my past performance and current portfolio holdings, expect one quarterly update!
Rethinking the Chinese investment-led model from the basics of business cycle theory.
Fallen angels, compounders, nosebleed growth and deep value in the realm of shoes.