JP MORGAN E UBS MANDARAM VENDER, NÓS ESTAMOS COMPRANDO

GMAT3: Golden Opportunity or Governance Trap? The financial market panicked over the R$1 billion error in Grupo Mateus' stock, but are the big banks exaggerating their pessimism? While UBS, JP Morgan, and Santander downgrade the stock, Paulo Abreu reveals why Market Makers decided to go against the grain and open a position in one of the most efficient companies in Brazilian retail. In this episode, understand: Why Wilson Mateus is called "the Neymar of the Northeast". The 6x earnings valuation: is this real or a distortion? The real impact of food deflation and Bolsa Família fraud on retail. The governance risk: what could destroy the thesis? Would you dare to buy GMAT3 now, or do you think the fall isn't over yet? 📌 Subscribe to the channel and activate notifications so you don't miss any episodes! 📢Support Market Makers and help strengthen the capital market in Brazil! Click the link and become a member of our channel for only R$7.99 per month:    / @mmakers   📩 Join our free newsletter: https://lp.mmakers.com.br/newsletter_... 📢 Advertise your brand on Market Makers: [email protected] 📚 Market Makers Library: https://lp.mmakers.com.br/biblioteca/... 📽 WATCH THE FULL EPISODE 304 ON YOUTUBE:    • JUROS, ELEIÇÕES E BOLSA: O QUE ESPERAR PAR...   - - - - - - - - Presenters: Thiago Salomão (Presenter and analyst at Market Makers) and Matheus Soares (analyst at Market Makers) Guest: Paulo Abreu (founding partner of Mantaro Capital) #STOCKMARKET #INVESTMENTS #FINANCIALMARCH #MARKETMAKERS #THIAGOSALOMÃO