Liquidity, diversification, and financial theory are not very good for investors.
High returns, overinvestment and leverage
Stock opportunities in Mexico's manufacturing
A guide to the Brazilian banking sector, with industry characteristics, analysis of incumbents vs digital bank competition, and analysis valuation
A concise Brazilian macroeconomy framework, ways to invest, and analysis of the main sectors listed in ADRs
Business and valuation assestment for 36 public apparel retailers and manufacturers.
A deep dive into the world of apparel brands and a cultural framework to analyze their intangible assets.
A reflection on the value method.