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The Sloth and the Turtle
A blog to discuss value investments ideas, specially in brazilian market
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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...
ELPL4 - Eletropaulo
Market is indeed very crazy! It was so in love by dividends and energy companies that just now they realized that the price revision would h...
RDCD3 - Redecard
Main numbers for 1Q11 Redecard results (growths 1Q11 x 1Q10): Transactions with debit and credit cards: 30% Revenue: <1% Cost of Serv...
CIEL x RDCD
RDCD has increased its market share and lost less MDR, increasing revenue from commissions in 7%. However, lost 20% in POS Rental and Net F...
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...
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RDCD3 - Redecard
CIEL x RDCD
VALE5 - Vale
Vale Cash Flow
CARD3 - CSU Card System
ELPL4 - Eletropaulo
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Banco do Brasil, Bradesco and Itau - 2011 Results Compared
My Value Investing
China's Hidden Debt
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Faça Fortuna com Ações antes que seja tarde
Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports
Fooled by Randomness
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Seeking Wisdom: From Darwin to Munger
The Intelligent Investor
Value Investing: Tools and Techniques for Intelligent Investment
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