priscilla

Illustrates the discussion of ‘short-termism’ and its effects on our daily condition of long term investors.

Searches explanations for the prevalence of behaviors ‘short-termism’ between investors and other market participants.

Describes the British model of takeover regulation, compares with the American one and provides insights into the Brazilian case.

Investigates the reasons for a pro management bias of takeover regulation in the United States.

Extends the analysis of our previous Report, about the credit market in Brazil, and updates our investment in Itaú Unibanco.

Describes the credit market in Brazil, in light of the American financial crisis.

Discusses the business model of GDF Suez/Tractebel.

Describes the map of opportunities that we believe to be present on Anheuser-Busch Inbev´s radar.

Describes the economics of the acquisition of Anheuser-Busch by Inbev.

Updates our investment in Ambev/Inbev.