Quipus Capital

3Q26 Portfolio Review

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

8 hrs ago

9

August 2026

Bubble history: Dotcom vs AI

Where they are alike, where they are not, and what that tells us about the future

Aug 23

13

2

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

7

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

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