July 9, 2018

Adecoagro – and interesting land investment

Summary Currency translation leading to huge paper losses might mislead investors. It is important to differentiate between book values in... Continue reading

July 6, 2018


When analyzing a sector to invest in, like I am currently doing, it is always good to go through a... Continue reading

June 19, 2018

Time to Buy Brazilian Stocks?

A 30% market decline tells me there is perhaps an opportunity. The key is to find long term fundamental values,... Continue reading

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