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 | 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 | Apr 15, 2020 | Global Deep Value Investor Section, place 3, Uncategorised
The uncertainty of today’s environment is intense and in many ways is perhaps unprecedented in modern times. Most incredible, besides the obvious serious health concerns, has been the suddenness and the global nature of the economic shock. I sincerely...
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 | 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,...
