Arquivos de Categoria: Cartas aos cotistas

Carta aos Cotistas – 1º trimestre de 2022

“Aqueles que não aprendem com a história, estão condenados a repeti-la” ~ George Santayana   [...]

Carta aos Cotistas – 4º trimestre de 2021

“And those who were seen to be dancing were thought to be insane by those [...]

Carta aos Cotistas – 3Q2021

“The falcon cannot hear the falconer; Things fall apart; the centre cannot hold” (The Second [...]

Carta aos Cotistas – 2Q2021

  “We are drowning in information but starved for knowledge.” John Naisbitt   Diz o [...]

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Carta aos Cotistas (1Q2021)

“O vento mudou. E rápido.” Ana Paula Vescovi, Valor Econômico 29 março 2021 DUAS NOVAS [...]

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Carta Resposta à Luciana Seabra – Declaração sobre fundos quantitativos

  “If I had more time I would have written a shorter letter” – Mark [...]

Carta aos Cotistas (4Q2020)

“Troubled as the future was, it was the unknown future, and in its obscurity there [...]

Carta aos Cotistas (3Q2020)

“The fox knows many things, but the hedgehog knows one big thing.” The Hedgehog and the Fox, Isaiah [...]

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Carta aos Cotistas (2Q2020)

“The whole strength and value, then, of human judgment, depending on the one property, that [...]

Carta aos Cotistas (1Q2020)

“You were given the choice between war and dishonour. You chose dishonour, and you will [...]