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 | Jun 9, 2018 | Uncategorised
Opportunistic returns are often created through mispricing that occurs at certain times in the market. Brazil’s epic downturn and now nascent recovery have created a select number of unique opportunistic investment opportunities for global investors. Recently a...
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...
