Where to Invest
How Can an Investor Improve the World?
I was invited to evaluate the investment portfolio of an ESG fund to identify the fund's problem, as its asset value has suffered reductions since...
Iron Ore Price Soars and China Takes Action
It's not news to those who follow me that I forecast prices for some commodities , and one of them is iron ore.
Recently, we had some statements f...
Eucatex and Its Public Takeover Offer
One of the aspects that fascinates me most is analyzing OPAs (Public Acquisition Offers).
Why do I have this interest? Because when a compan...
Value of Vale do Rio Doce?
The vast majority of the portfolios I follow have one asset in common: Vale do Rio Doce.
Therefore, it is important to keep two consideratio...
Value Investing: Financial Dinosaurs or Lasting Investment Philosophy?
When you are a Value Investor, it means you believe in buying something for less than it is worth.
I must warn you, when you become a value ...
Banco do Brasil with Stable Profit and Payment of Income.
Banco do Brasil concentrates its efforts in the areas of agricultural credit and insurance.
When I consider the profile of the average Bra...
How to calculate equivalent rate?
7/8/2022
Direct treasury: NTN-B or NTN-F which one is better? And if we compare it with exempt debentures. Who gets the best?
In the world of i...
Characteristics of the debentures
https://youtu.be/cr-U6eEPKGk
What are the characteristics of debentures?
The debentures are not equal to each other, having individual cha...