# Brazil Stocks

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

Page: <https://rssamplifier.com/brazilstocks-substack-com>  
Feed: <https://rssamplifier.com/brazilstocks-substack-com.md>

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## [Brazil Value Talks: Nilson Sato (Consultor CVM)](https://brazilstocks.substack.com/p/brazil-value-talks-nilson-sato-consultor)

_2026-08-18 · Brazil Investor_

Multiplied Invested Capital by 6x in 5 Years

## [Nvidia delivers for the #IBOVESPA crowd.](https://brazilstocks.substack.com/p/nvidia-delivers-for-the-ibovespa)

_2026-08-13 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Ivan Barboza, CFA (Ártica Asset Management)](https://brazilstocks.substack.com/p/ivan-barboza-cfa-artica-asset-management)

_2026-08-11 · Brazil Investor_

Multiplied Invested Capital by 15x in 10 Years

## [Yen: the bad boy #IBOVESPA](https://brazilstocks.substack.com/p/yen-the-bad-boy-ibovespa)

_2026-08-06 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Brazil Value Talks: Jayme Simão](https://brazilstocks.substack.com/p/brazil-value-talks-jayme-simao)

_2026-08-04 · Brazil Investor_

Performed 2x Ibovespa Index in 2 Years

## [The eclipse of the Magnificent Seven #IBOVESPA](https://brazilstocks.substack.com/p/the-eclipse-of-the-magnificent-seven)

_2026-07-30 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Poor Charlie’s Almanack](https://brazilstocks.substack.com/p/poor-charlies-almanack-4d9)

_2026-07-28 · Brazil Investor_

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

## [The retirement stock #IBOVESPA](https://brazilstocks.substack.com/p/the-retirement-stock-ibovespa)

_2026-07-23 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Brazil Value Talks: Filipe Ramos, CGA (Clube Azul Investimentos)](https://brazilstocks.substack.com/p/brazil-value-talks-filipe-ramos-cga)

_2026-07-22 · Brazil Investor_

Multiplied Invested Capital by 4x in 5 Years

## [EM=ET #IBOVESPA](https://brazilstocks.substack.com/p/copy-navigating-new-waters-ibovespa)

_2026-07-16 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Daily plans, scheduled by AI (Sponsored)](https://crawlproof.com/a/ukbDFMRXdXuu)

_2026-07-16 · **Sponsored**_

AI-made daily plans that schedule tasks and protect focus time.

## [Poor Charlie’s Almanack](https://brazilstocks.substack.com/p/poor-charlies-almanack-475)

_2026-07-14 · Brazil Investor_

Chapter 1: And Bill Gates Has to Say

## [Brazil Value Talks: Diego Lobato](https://brazilstocks.substack.com/p/brazil-value-talks-diego-lobato)

_2026-07-07 · Brazil Investor_

Multiplied Invested Capital by 5x in 5 Years

## [Navigating New Waters #IBOVESPA](https://brazilstocks.substack.com/p/navigating-new-waters-ibovespa)

_2026-07-02 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Poor Charlie’s Almanack](https://brazilstocks.substack.com/p/poor-charlies-almanack-950)

_2026-06-30 · Brazil Investor_

Chapter 1: Remembering: The Children on Charlie

## [The Rule of Eighteen #IBOVESPA](https://brazilstocks.substack.com/p/the-rule-of-eighteen-ibovespa)

_2026-06-25 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Brazil Value Talks: Thiago Ribeiro — Repost](https://brazilstocks.substack.com/p/brazil-value-talks-thiago-ribeiro)

_2026-06-23 · Brazil Investor_

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

## [What Sort of Luck Does an Investor Need? #IBOVESPA](https://brazilstocks.substack.com/p/what-sort-of-luck-does-an-investor)

_2026-06-18 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Brazil Value Talks: Felipe N. (Galen Clube de Ações)](https://brazilstocks.substack.com/p/brazil-value-talks-felipe-n-galen)

_2026-06-16 · Brazil Investor_

Multiplied Invested Capital by 2x in 3 Years

## [Plan B is Plan A #IBOVESPA](https://brazilstocks.substack.com/p/plan-b-is-plan-a-ibovespa)

_2026-06-11 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)

## [Poor Charlie’s Almanack](https://brazilstocks.substack.com/p/poor-charlies-almanack-627)

_2026-06-09 · Brazil Investor_

Chapter 1: Praising Old Age

## [World's cheapest GPUs, deployed fast (Sponsored)](https://crawlproof.com/a/wZizhmcBNbSY)

_2026-06-09 · **Sponsored**_

Deploy a live GPU-backed API in minutes for under $10

## [Scraping the bottom of the barrel #Bitcoin #MSTR #IBOVESPA](https://brazilstocks.substack.com/p/scraping-the-bottom-of-the-barrel)

_2026-06-04 · Brazil Investor_

Guest Post by David Gotlib (Acertar na Mosca)