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The Sloth and the Turtle
A blog to discuss value investments ideas, specially in brazilian market
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Grendene (GRND3)
Please correct me. There must be something wrong here. Grendene reported it's plans for the next 5 years: revenue growth: 8 - 12% (C...
Real Estates Funds
CSHG Logística FII New release of HGLG11 explains its main assets. Worth note that now rents earned are taxed, but the process of transfer...
The World Is In Trouble
At least is what assures Jim Rogers, an author, financial commentator and successful international investor, and bullish about China: We...
CARD3 - CSU Card System
CSU has just published the 2010 results and I'm reading now. At a first look, it was not so impacted by Nossa Caixa, since are entering...
Brazil Credit Bubble
Again Financial Times argues that Brazil is exposed to a credit bubble, transitioning from a boom to bust. Main points are: The consumer ...
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RDCD3 - Redecard
CIEL x RDCD
VALE5 - Vale
Vale Cash Flow
CARD3 - CSU Card System
ELPL4 - Eletropaulo
My shopping list
Banco do Brasil, Bradesco and Itau - 2011 Results Compared
The World Is In Trouble
EBITDA x CFO
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