Index

This is a content-based index of my articles by industry, country, or topic.

For a chronological order, please visit the Archive.

Industry analysis

General

A Basic Framework for Growth Stocks and Industries.

A Framework For The Cyclical Industries

Financials

Brazilian Banks Primer

Brazil Capital Markets Primer

XP: the leading Brazilian retail broker

Consumer discretionary

Value hunting in apparel retailing.

Apparel Series II: Retailer Pitfalls

Apparel III: Apparel Manufacturers and Fashion

Apparel Series IV: Company reviews

Footwear primer (and US companies)

Consumer defensive

Brazil Education Primer

Industrials

Mexico Industrials: Bird's-Eye View

Commodities

Salmon farming: a story of rent and capital

LatAm Food Products: Bird's Eye View

Plowing Through Pitfalls: 44 Global Agriculture Nanocaps Best Left Unnoticed

Emerging markets

Brazil

A Short Primer on Investing in Brazilian Stocks

Brazilian Banks Primer

Brazil Capital Markets Primer

XP: the leading Brazilian retail broker

Brazil Education Primer

China

China’s Model: Doomsday or Escape Velocity?

Mexico

Mexico's Nearshoring Intro

Mexico Industrials: Bird's-Eye View

Argentina

Don't Let Milei's Mania Blind You: Argentina's Economy Faces Critical Challenges

Chile

Chile 2025 Primer: will Chile return to the fold?

Philosophy of investing

Stock markets are the enemy of investors

The epistemology of value investing

A dog investment recognition method