I. Introduction 1.1 This text aims to explain how we manage the portfolio of BHerman CIA, (an investment club, a structure very similar to an

I am back! It has been three years since my last post. So much has happened during this time. Let’s just say, a lot! The

Presentation given by Tobias Carlisle about The Acquirer’s Multiple, Deep Value at Columbia Club São Paulo, on August 25th, 2020

I. Introduction 1.1 We have completed a much deeper analysis of deep value in Brazil.  After our post Deep Value in Brazil – Further Analysis

I. Our Studies [You can find a newer and more detailed version of this study in the post Everyday Deep Value in Brazil] 1.1 We have