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Brazilian real estate developers: MSD multiples
$CURY3, $CYRE3, $DIRR3, $TEND3, $EZTC3, $MRVE3, $MDNE3, $LAVV3, $PLPL3
May 31
7
1
US Meatpacking ($TSN, $SFD, $PPC): Cheap enough?
[FREE TO READ] The largest US protein producers at a cyclical inflection
May 16
7
1
1
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
Forest Industries II: North American Wood Products
A leveraged play on the US construction cycle undergoing its worst downcycle since the GFC
Apr 19
13
2
Forest Industries II: North American Wood Products Annex
Disclaimer: The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or…
Apr 18
Forest Industries I: Basics
The Forest Industries are a long value chain, extending from natural and planted forests through processed wood materials vital for construction and…
Mar 29
14
2
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
US Trucking Primer II : Truckload Carriers Overview
Continuing the analysis of the trucking industry and cycle from two weeks ago, this article provides an overview of the truckload carrier segment.
Feb 1
8
2
US Trucking Primer I: Cycle basics
Death on the Ridge Road - Grant Wood - 1935 (Wikimedia)
Jan 18
17
1
2
Lithium review - 4Q25
Sentiment changes from glut to shortage, does it have any battery left?
Dec 7, 2025
9
3
2
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