priscilla

Describes our investment in Odontoprev.

Brings network theories’ contribution to financial debate and to business analysis.

In light of this latest crisis, updates the discussion on the mental models used in finance.

Illustrates how our investments in Totvs, Ultrapar and Drogasil can benefit from the improvement in the business environment as Brazil increases efforts to fight against tax evasion.

Points out the differences between the fundamentals of the banking sector in Brazil and abroad, describing our investment in Itaú-Unibanco.

Narrates the investment banks’ course and its internal transformations.

Collects examples of investment propositions which hide cognitive traps, named halo effect.

Analyses the fundamentals of Natura’s business and its performance as a public company.

Describes the conditions and characteristics of Complex Adaptive Systems, particularly the financial markets.

Suggests that financial markets can be viewed as Complex Adaptive Systems.