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 | 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,...