Gestora Especialidade em Investimentos Internacionais Focada em Oportunidades Assimétricas Tweets não são recomendação Telegram: https://nitter.cf/t.co/9Ar1mvqVlP
Brazil - Australia
Joined January 2019
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“Uma hora o Brasil te pega”
Quanto do seu patrimônio já depende do Brasil?
No novo artigo da L2 Capital, @malopez1975 discute esses riscos e as oportunidades que deixamos de considerar quando restringimos nossos investimentos ao mercado brasileiro.
l2capital.com.br/uma-hora-o-…
L2 Capital Partners retweeted
You can have great companies, talented managers and double-digit interest rates. But political risk and currency depreciation can wipe out your returns. Your income and assets are already tied to Brazil. Must your portfolio be, too? Free on Sustack: marcelolopez.substack.com/p/…
L2 Capital Partners retweeted
💡 The Chemical Sector Is Turning Heads in 2026
The chemical sector has long been underappreciated, but the new year is starting with a strong rally, driven by improving fundamentals and growing investor interest.
L2 Capital Partners retweeted
Happy to have contributed to Grant's @grantspub top pick of the year - his analytical rigor and long-term vision truly stand out. $borr #shipping #offshoredrillers
L2 Capital Partners retweeted
This post is open to everyone, and I highly recommend it for anyone interested in #offshore drillers: open.substack.com/pub/marcel…
L2 Capital Partners retweeted
Ten days ago, I wrote about Domino’s after closing a buy-write that earned ~6% in six weeks. Short interest was at record highs, a setup I said could turn fast.
Today, AFR reports that Bain Capital is eyeing a A$4 billion takeover: open.substack.com/pub/marcel…
L2 Capital Partners retweeted
Caos de Mercado Revelado: Das Altas do Petróleo às Quedas do Ouro
l2capital.com.br/caos-de-mer…
#ouro #petroleo
Caos de Mercado Revelado: Das Altas do Petróleo às Quedas do Ouro
l2capital.com.br/caos-de-mer…
#ouro #petroleo
L2 Capital Partners retweeted
Inflation slowly eats away at the value of money, making saving a losing game. Bitcoin treasury companies are challenging this system by holding #Bitcoin as a reserve asset. It’s a modern approach to preserving value in an inflation-driven world, and ...
L2 Capital Partners retweeted
I'm honored and humbled to be quoted once again in the prestigious @GrantsPub, this time on offshore drilling
L2 Capital Partners retweeted
É sempre um prazer conversar com meu amigo @fernandoulrich. Muito obrigado pelo convite!
Aproveitamos também para atualizar outras teses de investimento para os assinantes do Follow the Money, um canal que recomendo fortemente a todos que acompanham o mercado.
Conversa de @malopez1975 com @fernandoulrich sobre a tese de investimento em offshore drillers.
youtu.be/blEQJJD9_Cg?si=XcnT…
L2 Capital Partners retweeted
My latest on Substack, where I share what I believe is a compelling opportunity open.substack.com/pub/marcel… #offshore #drillers
