by InDev Capital | Aug 19, 2015 | Global Deep Value Investor Section, Zoning
“In investing, what is comfortable is rarely profitable” – Robert Arnott There are several smart investors looking for “distressed” opportunities in Brazil. Blackstone’s recent purchase represents such an investment. BRE Ponte Participações,...
by InDev Capital | May 25, 2015 | Global Deep Value Investor Section, Investment Strategies
International Brand Hotels in São Paulo & Rio de Janeiro Thanks to all of those who responded to our initial newsletter about an “Upside of a Downside” here in Brazil. We welcome the discussions and enjoyed meeting you virtually as well as face to face in NYC,...
by InDev Capital | Mar 3, 2015 | Global Deep Value Investor Section, Investment Strategies
I arrived in Brazil in November 2009, the same week of the November 2009 edition of The Economist magazine issue with “Brazil Takes Off” on the cover. It was a very positive article and as a newcomer I was impressed by how much this article boosted the population’s...