by InDev Capital | Feb 22, 2018 | Global Deep Value Investor Section, place 3, place 4, Political Economy, Uncategorised
There’s No Free Lunch, Particularly If It’s Not Yours As most readers have now realized, although I am a native of The Great State of North Carolina, I live, quite happily actually, in the megalopolis of São Paulo, Brazil. Recently for New Year’s Eve weekend,...
by InDev Capital | Feb 20, 2018 | Emerging Market Asset Manager, Finding Large Scale Investors, place 4, Uncategorised
Perfect is the Enemy of Good My two-year-old daughter is a budding perfectionist. As my wife drinks coffee every morning, my daughter tries to copy the act by having a cup of milk in a coffee cup. We have a coffee cup that has a slight chip on one side. My...
by InDev Capital | Feb 15, 2018 | Uncategorised
Logistics in Brazil is mostly concentrated in Rio and Sao Paulo. In these mega metropolitan áreas there are several logístic clusters. However, often these overlap and compete for customers. In addition, there is significant supply of top tier assets. As you leave...
by InDev Capital | Feb 15, 2018 | Uncategorised
Residential Subdivisions are built differently in Brazil. There is no Pulte or Centex – a vertical integrated residential home developer – in Brazil. Instead, lots are developed by specialized developers and then the house is usually built by a contractor...
by InDev Capital | Feb 15, 2018 | Uncategorised
Data Centers – Data Centers in Brazil enjoy strong secular demand which includes strong growth in cloud computing, IOT, internet of things, Software as a Service, Video on Demand and similar factors found in the North America. However, Brazil has limited...