Where to Invest
What is the Profit Projection for Big Techs in the North American Market?
In January, we had a considerable rise in technology companies in the United States, and all of this has helped not only the S&P 500 , but als...
The Landmark Year for Banks in 2023 and Insights for 2024
During these December holidays, I had the opportunity to meet up with my friends and family. When working with investments, during a family gatheri...
Statistics Applied to the Business World: The Beginning of the Passion.
My first experience with statistics applied to the business world was when I was 14 years old. I was on vacation with my family on a beach in Santa...
Argentina: from World Champion to Economic Squeeze
There was a period in my life when I lived in Buenos Aires, setting up a branch of my business there. It was 2016, and we had the hope that ...
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...
Valor x Ibovespa Portfolio. Who Wins This Dispute?
I closely follow the Valor Portfolio as it is the simplest way to monitor what my fellow analysts are looking at.
This portfolio is made up...
Why invest in the United States?
Image: UNSPLASH/ JOSHUA EARLE
Have you ever imagined having a solid dollar portfolio?
Or even, have properties in the United States, ...