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A Framework For The Cyclical Industries
How to understand, model and find opportunities among the cyclicals.
7
The road ahead for the Brazilian economy
A comprehensive analysis of labor, inflation, fiscal and monetary policy.
1
China’s Model: Doomsday or Escape Velocity?
Rethinking the Chinese investment-led model from the basics of business cycle theory.
4
Footwear primer (and US companies)
Fallen angels, compounders, nosebleed growth, and deep value in the realm of shoes.
2
A Basic Framework for Growth Stocks and Industries.
Tools for dealing with high multiples, uncertainty, and qualitative data.
6
Trade and Capital at the Crossroads of War
Global imbalances and the forces that may soon reshape them
4
Chemical Series I: Intro to Chemicals
Basic segmentation, economics, sub-industries and players of the most fundamental and violently cyclical industry.
1
Brazilian Banks Primer
A guide to the Brazilian banking sector, with industry characteristics, analysis of incumbents vs digital bank competition, and analysis valuation
1
IT Sector Overview
A basic presentation of the fastest growing sector in the economy.
2
Pagseguro and Stone, cheap for a reason?
Economics and prospects of the two large Brazilian POS networks.
3
Brazil Capital Markets Primer
Stock exchanges, investment banks, insurers and payment processors.
1
XP: the leading Brazilian retail broker
A 20-page primer on one of the companies best positioned to capture a Brazilian equities recovery.
1
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