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BACK TO THE BASICS

29 de July de 2023 BHerman

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

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Writing in Plain English

21 de July de 2023 BHerman

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

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Tobias Carlisle Talking About The Acquirer’s Multiple at Columbia Club São Paulo

2 de October de 2020 BHerman

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

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Everyday Deep Value in Brazil

1 de May de 2020 BHerman

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

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Deep Value in Brazil – Further Analysis and New Questions

21 de April de 2019 BHerman

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

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Disclaimer/Atenção

This blog is restricted to discussing investment philosophies and their application in Brazil, mainly focusing on value investing. We do not render any kind of investment advice here.

Este blog está limitado a discutir filosofias de investimento e sua aplicação no Brasil, com foco em value investing. Não damos qualquer forma de aconselhamento de investimentos aqui.

Objetivos e Disclaimer

Esse blog é apenas um relato pessoal de ideias e experiências de investimento. Não há qualquer aconselhamento ou fim comercial aqui.

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