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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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