I’ve already said a bit about Safe Harbor but it was not an analysis. The company does not need presentations. The new IR website is awesome. Sometimes when I think about how the insurance industry has a great future in Brazil and a lot to grow still, I remember Warren Buffet and Berkshire Hathaway who got […]Read more "Annual analysis Porto Seguro PSSA3"
The muse of the blog – Pretty beautiful relaxing and reading a little book. Today I will advance the post of the end of the month because it is Sunday and I am calm to post. I do not know how many ka bag it is, whether it’s 35k or 50k. I have also been more […]Read more "May dividends"
The muse of the blog riding a bicycle in disguise on the Memorial Day holiday. It was almost unintentionally that I discovered this company. Some time ago I had passed my eye over it and I do not know why I did not consider it with the necessary attention. That things happen. This I think […]Read more "Annual Analysis Equatorial EQTL3"
Tranquility? Although I have many reservations about FI, I feel compelled to diversify a little of my investments in this class of investments. For a basic principle of asset diversification among several categories, protection against ignorance and to increase Sharpe’s index. My first two years of wages and investments were preceded by the purchase […]Read more "Diversifying in Fixed Income"
How the consumption tax leaves you poor. Respond quickly, what is the most cruel tax in Brazil? The income? 27.5% on top of your gross salary? The FGTS? That is nothing more than a direct steal of your salary by the state gang? The INSS? What is nothing more than another steal straight from your […]Read more "How the consumption tax turn you a poor forever"
“The Atlas Revolt” or Atlas Shrugged is a fictional book by author and philosopher Ayn Rand published in 1957. Launched in Brazil as Who Is John Galt? In 1987, relaunched in 2010 as The Atlas Revolt. It is not an investment book, but it has much to add in its moral and spiritual formation. From […]Read more "The best book I read in 2015."
Jessica in the Cannes poster of 2016. Hering is a Santa Catarina family company founded in 1880 in Blumenau. It has a long tradition in the clothing and fabrics retail market. Well, a lot of people know that Hering made a lovely turnaround at bovespa, but after a phenomenal improvement came a hangover and for […]Read more "Annual Analysis Hering HGTX3"
Jessica in action in her new movie. Today I will talk about this good company and what I consider bales, Cetip. Cetip has been in existence for more than 30 years and has been listed on the stock exchange since 2006. Cetip is a pure financial company, certifies, custodian, custodian and registers fixed income securities […]Read more "Annual Analysis CETIP CTIP3"
What a happy day with the Demony being scuttled from the Presidential House! What country! What a joy! All luck to Temer and to the new Brazil without PT, without left, without MST, CUT, UNE, UJS and the red peas mortadela making bustle being financed with our money. As I said before, I’m contributing to […]Read more "Portfólio May 12"
Today I will update the phone. Ultrapar is a gigantic holding company that operates in the gas, fuels, gas stations and pharmacies businesses. She is the controller of the Ipiranga, Ultragas and Ultracargo outlets. Remember those fuel tanks that burned last year in Santos? They were from the ultrapar. “Ultrapar, a multinational company engaged in […]Read more "Annual analysis Ultrapar UGPA3"