aydinmutlu/E+ via Getty Images Investment Thesis My recommendation is to buy Cosan (NYSE:CSAN). Cosan is a holding company with diversified businesses that should be of vital importance for Brazil in the coming years with the energy transition that the world is expected to undergo. Despite the diversification and reduction of operational risks, the company is extremely discounted compared to national peers. The investment cycle carried out by the company is close to the end, as a result it should report bet ...