by InDev Capital | Feb 23, 2021 | Ag & Energy, Currency, Farm Finance, Investment Strategies, place 2, Uncategorised
Given the events of the last year, many of us in the global opportunistic credit-oriented investor community have shortened our time horizon for predictions and forecasts. Yet, there are still several discernible, strong trends and movements. And if one looks in...
by InDev Capital | Dec 3, 2019 | Ag & Energy, Global Deep Value Investor Section, Investment Strategies, Uncategorised
If one talks to a person in the community of Duplin County, North Carolina and asks for his or her image of Brazil, if this person has an image of Brazil at all, it will include an image of the sun, perhaps the beach, and perhaps soccer with an image of Pelé,...
by InDev Capital | Aug 2, 2019 | Global Deep Value Investor Section, Investment Strategies, Political Economy, Political Economy, Uncategorised, Uniquely Brazil
There is a famous saying that Brazil is not for amateurs. As an American who has lived in Brazil for nearly 10 years, I can vouch that this statement is fully accurate. When people ask me for my opinion on various subject matters concerning Brazil, I often...
by InDev Capital | Feb 8, 2018 | Global Deep Value Investor Section, Investment Strategies
“Forever Young?” Not Really – Brazil´s Population Ages What does a classic 80s rock song have to do with opportunistic senior housing real estate in Brazil? Forever Young is a wonderful concept. When I see the fun my two-year-old daughter has...
by marcrock | Aug 24, 2017 | Global Deep Value Investor Section, Investment Strategies
Image: Teachey, North Carolina. My Late Grandmother’s House – Lots of Common Sense was taught here. My uncle still lives there. One of my earliest memories is going to church with all of my first cousins sitting together in chairs on the back of a pickup truck...
by marcrock | Aug 3, 2017 | Global Deep Value Investor Section, Investment Strategies
In high school, I will admit that I had some pretty geeky friends. In full disclosure, I may not have been the coolest kid either. One of my great memories from high school is of my peer group in Latin Class. These guys were a really smart, eclectic, and I will say...
