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A blog to discuss value investments ideas, specially in brazilian market

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  • China's Hidden Debt
    A recent article from The Economist shows that debit in China could be substantially high than published, due to the hidden debts of its l...
  • Suzano's business plan for 2024
    Extrated from the 2011 Reference Form: 10.10 - Plano de negócios
  • KLBN4 - Klabin
    I tried to estimate normal cash flow for Klabin: But I'm not sure about 3 points. Let me know what is your opinion.
  • 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 ...
  • Japan's Debt
    Japan has a debt as a share of GDP over 200% and also incurs in primary budget deficit: Compared with Italy, the latest target of creditor...

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