GMAT3: COMO A GUEPARDO ANALISA EMPRESAS NA PRÁTICA (GRUPO MATEUS)

🎙️ Full Episode: https://www.youtube.com/live/g1aTcsOVwcY LIFETIME ACCESS TO FINCLASS WITH 50% DISCOUNT, OVER 80 COURSES AND INVESTMENT RECOMMENDATIONS, PLUS SEVERAL BONUSES! https://finc.ly/408c57681f Otávio Magalhães is the founder and investment director of Guepardo Investimentos, an independent Brazilian equity asset manager with almost 25 years of history. In a 25-year period, Guepardo multiplied the equity of its shareholders by 118 times, with an average return of 21% per year net of fees. To give you an idea of ​​this feat: no Ibovespa stock, except WEG, delivered this return in that period. And Guepardo never owned WEG. How is this possible? Otávio explains in this episode the method he has built over two and a half decades: how to truly evaluate a company, why margin of safety is the only risk control that matters, why fixed income is "for lazy people," and where the best opportunities are today on the Brazilian stock exchange. He reveals the firm's investment theses: Vulcabras (the best investment in the firm's history, where the average price minus dividends has already turned negative), Grupo Mateus, Klabin, Alos, and the partnership with Kinea. He criticizes Petrobras and state-owned companies. And he even gives a lesson on why diversification is, most of the time, a sign that the company will burn your money. Press play. This one is worth listening to more than once. Finclass | 5 years training investors in Brazil. On the anniversary, the lifetime membership was 50% off: 12 installments of R$ 250 (from R$ 6,000 to R$ 3,000). There are over 80 courses with Gustavo Cerbasi, Howard Marks, Thiago Nigro, Bruno Perini, two recommended portfolios, daily live sessions with analysts, and the largest investor community in Brazil! https://finc.ly/408c57681f FOLLOW THESE PEOPLE: Ricardo Figueiredo: @ricardo.fiis Evandro Medeiros: @oevandromedeiros Otávio Magalhães / Guepardo: @guepardoinvestimentos