O problema da Casas Bahia pode ser muito maior do que parece. HSLG11 e ALOS3 #investimentos
O problema da Casas Bahia pode ser muito maior do que parece — visão negativa sobre a empresa
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
crispy — well clear of luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredItaú Unibanco 3 →Ibovespa Index 3 →Bradesco 2 →
O problema da Casas Bahia pode ser muito maior do que parece — visão negativa sobre a empresa
Itaú (ITUB4) incluída nas 6 ações baratas demais para ignorar, 'operando em outra dimensão'.
Sanepar (SAPR11) descrita como 'a barganha de tijolo do saneamento'.
Alupar (ALUP11) destacada como barganha pela eficiência no setor elétrico.
Banco do Brasil (BBAS3) listado entre as ações 'baratas demais para ignorar' no momento.
Bradesco (BBDC4) apresentado como possível barganha/oportunidade de compra após os resultados do 1T2026.
BB Seguridade (BBSE3) apontada como 'porto seguro' e oportunidade de compra.
Cites falling profits at Petrobras as confirmation that excessive optimism is over, implying further downside for the stock.
The creator argues the Ibovespa cannot sustain 181k points and that fundamentals/math are pulling the index down toward a fair value near 151,000 points.
Argues the corporate-debt domino effect can dry up dividends of FIIs including TRXF11.
Flags Raízen as showing a 'black smoke signal' of financial distress.
Presents GPA as caught in an 'asymmetric debt trap' amid a wave of judicial recoveries — a negative outlook on the company.
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Ambev listada entre as 6 ações mais sólidas da Bolsa que nunca deram prejuízo.
WEG classificada entre as empresas-fortaleza que lucram bilhões consistentemente (ROIC de 32%).
Itaúsa apresentada como uma das 6 ações mais sólidas ('inquebráveis') que protegem o patrimônio do acionista.
Itaú apontado como uma das fortalezas da Bolsa, com blindagem bilionária e ROAE de 27%.
Flags normalization risk for Vulcabras' elevated returns/dividends.
Says GRND3's high yield came from an extraordinary cash distribution that will not repeat.
Frames SCAR3's yield as a 'liquidation dividend' that is non-recurring — implying the payout/stock case does not hold up.
Argues PETR4's headline dividend yield is distorted by the 2022 peak and is not sustainable going forward.
Argues Tesouro Reserva disintermediates banks' cheap savings funding, creating downside risk for BBDC4.
Argues Tesouro Reserva disintermediates banks' cheap savings funding, creating downside risk for ITUB4.
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Asserts continued destruction of the Real's purchasing power against the dollar, making CDI merely monetary correction of a 'sick currency'.
Ibovespa at the Heights — But These Stocks Are STILL on Sale!
Ibovespa at the Heights — But These Stocks Are STILL on Sale!
Ibovespa at the Heights — But These Stocks Are STILL on Sale!