Valor Intrínseco

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Fundsmith Letter, JPM Guide Latam, Venture Monitor, Expectations Investing & Activism

Posted by Valor Intrínseco on January 26, 2022 at 3:40 PM

Começamos com a excelente carta escrita por Terry Smith.

Fundsmith 2021 Letter

Edição recente do Guide to the Markets para a América Latina.

Guide to the Markets - Latam - 4Q21

Resumo da atividade de Venture Capital nos EUA no 4T21.

Venture Monitor 4Q21

Transcrição de entrevista sobre Expectations Investing com Michael Mauboussin e Alfred Rappaport.

Expectations Investing: A Q&A With Michael Mauboussin and Alfred Rappaport

Para fechar, resumo das campanhas ativistas do 4T21.

2021 Review of Shareholder Activism


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