Equity analyst based in São Paulo, Brazil. I find that sharing my research here helps with organizing my thoughts and receiving feedback from various (usually divergent) points of view. I believe it strengthens the investment process.DMs are always open to a friendly chat.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own o ...