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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...
  • 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...
  • RAPT4 - Randon Implementos
    I was looking at Randon Free Cash Flow, but it's very difficult to analyse it, because RAPT is a growth company. So I did the following...
  • My Value Investing
    I'm posting my results so far. I started investing in the stock market at the very end of 2004 and until beginning 2006 I was lost. S...

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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
  • My Value Investing
  • China's Hidden Debt

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