Company analysis

Pagseguro and Stone, cheap for a reason?

Economics and prospects of the two large Brazilian POS networks.

Jun 8

Abercrombie & Fitch (ANF): more than meets the eye

A GARP company or a falling consumer-discretionary knife?

Mar 9

XP: the leading Brazilian retail broker

A 20-page primer on one of the companies best positioned to capture a Brazilian equities recovery.

Feb 2

Minerva S.A.: Rise Of A Monopsony

The Brazilian meatpacker is becoming the leading player in the South American and global beef export markets.

Dec 14, 2023

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