In-depth investment theses on public equities listed in the United States and Latin America.
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Former Equity Analyst, Investor since 2014 โข Investing in great companies in the US and LatAm โข New reports weekly ๐บ๐ธ๐ง๐ท
Business Model Mastery is a daily, easily digestible guide to mastering how businesses work. Build a mental database of companies, compare opportunities, and quickly assess business models with confidenceโgaining an edge over other market participants.
Our equity researchers scour the market to find undervalued gems. We provide comprehensive analyses and valuations to empower you to make informed investment decisions.
Investor on a lifelong learning journey. Contrarian by nature, patient by design. Discover the books & ideas that fuel my growth.
Charting a course through the turbulent waters of geopolitics, with clarity, humility, and impartiality.
Our firm hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. Not investment advice.