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The Sloth and the Turtle
A blog to discuss value investments ideas, specially in brazilian market
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SUZB5 - Market Value x Enterprise Value
Regarding the previous post (Market Value x Enterprise Value), I did some calculations on Suzano numbers (average last 3 years). I first c...
Very Good News
Times are becoming so good that now even analysts are pessimists! This one says that Ibovespa valuation is fair enough and don't expect...
Food and Meat Companies
I took a look at the three major food/meat companies. By far BRFS3 it's the best, not just because it's not indebted, but also b...
Shopping Malls
Quick glance at the three larger shopping malls in Ibovespa. None of them is attractive right now. Multiplan is my favorite for the future...
Thought of the Day - 02
Bovespa has a lot of excellent stocks. And also has a lot of cheap stocks. However, it's difficult to find excellent and cheap ones. L...
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