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
Writing in Plain English
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
Tobias Carlisle Talking About The Acquirer’s Multiple at Columbia Club São Paulo
Presentation given by Tobias Carlisle about The Acquirer’s Multiple, Deep Value at Columbia Club São Paulo, on August 25th, 2020
Everyday Deep Value in Brazil
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
Deep Value in Brazil – Further Analysis and New Questions
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