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Brazil Stocks

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

brazilstocks.substack.comSource feed ↗21 episodes

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Brazil Value Talks: Nilson Sato (Consultor CVM)

Multiplied Invested Capital by 6x in 5 Years

Nvidia delivers for the #IBOVESPA crowd.

Guest Post by David Gotlib (Acertar na Mosca)

Ivan Barboza, CFA (Ártica Asset Management)

Multiplied Invested Capital by 15x in 10 Years

Yen: the bad boy #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Brazil Value Talks: Jayme Simão

Performed 2x Ibovespa Index in 2 Years

The eclipse of the Magnificent Seven #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Poor Charlie’s Almanack

Chapter 2: The Munger Approach to Life, Learning, and Decision Making

The retirement stock #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Brazil Value Talks: Filipe Ramos, CGA (Clube Azul Investimentos)

Multiplied Invested Capital by 4x in 5 Years

EM=ET #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Poor Charlie’s Almanack

Chapter 1: And Bill Gates Has to Say

Brazil Value Talks: Diego Lobato

Multiplied Invested Capital by 5x in 5 Years

Navigating New Waters #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Poor Charlie’s Almanack

Chapter 1: Remembering: The Children on Charlie

The Rule of Eighteen #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Brazil Value Talks: Thiago Ribeiro — Repost

In 2 years, his portfolio yielded 78.3% while the Ibovespa yielded only 2.53%.

What Sort of Luck Does an Investor Need? #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Brazil Value Talks: Felipe N. (Galen Clube de Ações)

Multiplied Invested Capital by 2x in 3 Years

Plan B is Plan A #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)

Poor Charlie’s Almanack

Chapter 1: Praising Old Age

Scraping the bottom of the barrel #Bitcoin #MSTR #IBOVESPA

Guest Post by David Gotlib (Acertar na Mosca)