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Brazilian Meatpackers: Cyclical turn?
2Q26 update of Brazilian meatpackers
May 3
7
1
Brazilian Meatpackers: Cyclical turn? Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or…
May 2
Brazil Leveraged Names Overview
Analyzing 10 plus companies at the edge of financial breakeven that will benefit from lower rates.
Mar 8
8
1
Brazil Leveraged Names Overview Annex: Derivatives accounting and the upcoming IPCA swap revaluation
A double-click on specific aspects of derivatives and hedge accounting
Mar 8
Suzano + Pulp and Paper Primer
The Brazilian hardwood pulp leader at a cyclical cross roads
Feb 15
16
2
3
Suzano + Pulp and Paper Primer Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or…
Feb 15
2
Lithium review - 4Q25
Sentiment changes from glut to shortage, does it have any battery left?
Dec 7, 2025
9
3
2
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, 2025
5
1
Brazil monetary and credit cycle review
Interest rates, money supply, credit growth, NPLs, and credit exposures by bank
Sep 27, 2025
14
5
4
Pagseguro and Stone, cheap for a reason?
Economics and prospects of the two large Brazilian POS networks.
Jun 8, 2025
11
3
3
The road ahead for the Brazilian economy
A comprehensive analysis of labor, inflation, fiscal and monetary policy.
May 18, 2025
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, 2025
10
1
4
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