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The Sloth and the Turtle
A blog to discuss value investments ideas, specially in brazilian market
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TKNO4 - Tekno
Tekno published its 2010 results. Nothing fundamentally changed, but I was expecting a little more. Revenue is still down regarding 2008 (an...
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...
Comgas Cash Flow
Here, I think, it's the cash flow of Comgas either by prior accountancy and by IFRS. In either one, dividends paid exceed free cash f...
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 ...
Portfolio Reallocation
I'm doing some reallocations on my portfolio before pouring more money in. Today, for example, I sold PTPA and TKNO, both with slight ...
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RDCD3 - Redecard
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