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Capital-spread businesses: the Localiza example
As part of a review of Brazilian names, I studied a vehicle-renting company called Localiza, recommended by some readers.
Nov 23
3
1
Brazil monetary and credit cycle review
Interest rates, money supply, credit growth, NPLs, and credit exposures by bank
Sep 27
8
5
2
Pagseguro and Stone, cheap for a reason?
Economics and prospects of the two large Brazilian POS networks.
Jun 8
11
3
3
The road ahead for the Brazilian economy
A comprehensive analysis of labor, inflation, fiscal and monetary policy.
May 18
15
1
1
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
10
1
4
Chile 2025 Primer: will Chile return to the fold?
Economics, politics, and ADRs.
Jan 19
7
3
Mexico Industrials: Bird's-Eye View
Oligopolies, compounders, and Burry plays among 20+ industrials.
Oct 20, 2024
6
3
China’s Model: Doomsday or Escape Velocity?
Rethinking the Chinese investment-led model from the basics of business cycle theory.
Sep 15, 2024
20
5
4
Brazil Education Primer
Great economics, overinvestment, and leverage
Jul 27, 2024
4
1
A Short Primer on Investing in Brazilian Stocks
A concise Brazilian macroeconomy framework, ways to invest, and analysis of the main sectors listed in ADRs
Jun 15, 2024
4
Don't Let Milei's Mania Blind You: Argentina's Economy Faces Critical Challenges
There is a lot of global excitement around Milei’s strong rhetoric and policies.
Apr 14, 2024
3
1
2
LatAm Food Products: Bird's Eye View
I have been delving into Latin American food companies in the past month and a half.
Jan 31, 2024
1
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