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Brazil Capital Markets Primer
Stock exchanges, investment banks, insurers and payment processors.
Nov 16
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Brazil Capital Markets Primer
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A Framework For The Cyclical Industries
How to understand, model and find opportunities among the cyclicals.
Nov 2
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12
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A Framework For The Cyclical Industries
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October 2024
Mexico Industrials: Bird's-Eye View
Oligopolies, compounders, and Burry plays among 20+ industrials.
Oct 20
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3
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Mexico Industrials: Bird's-Eye View
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Show me the money!
Exhibiting my past performance and current portfolio holdings, expect one quarterly update!
Oct 6
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6
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Show me the money!
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September 2024
China’s Model: Doomsday or Escape Velocity?
Rethinking the Chinese investment-led model from the basics of business cycle theory.
Sep 15
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14
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China’s Model: Doomsday or Escape Velocity?
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Footwear primer (and US companies)
Fallen angels, compounders, nosebleed growth, and deep value in the realm of shoes.
Sep 8
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14
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Footwear primer (and US companies)
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August 2024
Stock markets are the enemy of investors
Liquidity, diversification, and financial theory are not good friends of investors.
Aug 18
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4
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Stock markets are the enemy of investors
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July 2024
Brazil Education Primer
Great economics, overinvestment, and leverage
Jul 27
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4
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Brazil Education Primer
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Mexico's Nearshoring Intro
Opportunities in Mexico's manufacturing boom
Jul 13
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2
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Mexico's Nearshoring Intro
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June 2024
Brazilian Banks Primer
A guide to the Brazilian banking sector, with industry characteristics, analysis of incumbents vs digital bank competition, and analysis valuation
Jun 29
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6
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Brazilian Banks Primer
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A Short Primer on Investing in Brazilian Stocks
A concise Brazilian macroeconomy framework, ways to invest, and analysis of the main sectors listed in ADRs
Jun 15
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1
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A Short Primer on Investing in Brazilian Stocks
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Apparel Series IV: Company reviews
Business and valuation assestment for 36 public apparel retailers and manufacturers.
Jun 1
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2
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Apparel Series IV: Company reviews
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