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Industry report

Brazil monetary and credit cycle review
Interest rates, money supply, credit growth, NPLs, and credit exposures by bank
5
Olefins Primer Series 1: Intro
15-page dive into the heart of the Chemicals industry
3
Salmon industry update
Recapping the cycle and developments of the most profitable fish in the sea.
Chemical Series I: Intro to Chemicals
Basic segmentation, economics, sub-industries and players of the most fundamental and violently cyclical industry.
2
Lithium primer
Economics, cycle dynamics, players and plays of the white oil.
6
IT Sector Overview
A basic presentation of the fastest growing sector in the economy.
2
Brazil Capital Markets Primer
Stock exchanges, investment banks, insurers and payment processors.
1
A Framework For The Cyclical Industries
How to understand, model and find opportunities among the cyclicals.
7
Mexico Industrials: Bird's-Eye View
Oligopolies, compounders, and Burry plays among 20+ industrials.
Footwear primer (and US companies)
Fallen angels, compounders, nosebleed growth, and deep value in the realm of shoes.
2
Brazil Education Primer
Great economics, overinvestment, and leverage
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
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