by InDev Capital | Oct 4, 2021 | Ag & Energy, Currency, Farm Finance, place 1, Political Economy, Uncategorised
“Brazil is a complex country, not a country for beginners.” – Tom Jobim Long-term global investors that choose to invest in Brazil understand Tom Jobin’s quote quite well. These investors have gained expertise, built teams on the ground, and have made money. They may...
by InDev Capital | Jan 28, 2020 | Global Deep Value Investor Section, place 4, Political Economy, Uncategorised
Oasis: (noun) a fertile spot in a desert, where water is found; something that provides refuge, relief, or a pleasant contrast. October 17, 2019 Sebastian Piñera, the current President of Chile, was recently interviewed by the Financial Times. He...
by InDev Capital | Dec 17, 2019 | Global Deep Value Investor Section, place 4, Political Economy, Uncategorised
As an American expat of 10 years, I would like to state for the record that I am a tremendous fan of the USA’s democratic model of capitalism, warts and all. The more time I spend overseas, the more special I realize the United States system of relatively free market...
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 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 | Dec 20, 2017 | Global Deep Value Investor Section, Political Economy, Uncategorised
Emerging markets can be considered volatile (negative perception) or opportunistic (positive perception) at certain times of the cycle. It is clearly important to understand the underlying big themes that are driving the market’s behavior and perceived reduction of...
