Investing letter focused on high-quality businesses and LatAm stocks.
Investor. I write for Seeking Alpha, Investorplace, and U.S. News.
Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
A checklist-driven approach to achieving alpha by investing in a company’s current wealth and a stock price’s present value
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Insights on banking, credit, and financial technology from an investor's perspective.