Closing RAIN
Anexo revisited
Closing HOLI, PBR-A and 1669
Three biotechs trading below net cash
A review of my active ideas
Quick Ideas #5
GAN limited
Quick Ideas #4
The curious case of Glory Star Media
Update on PAGS, HOLI and BATS
NVC International
Hollysys automation
Stop worrying about your edge
Quick Ideas #3
Almost Longs #2
Almost Longs #1
Quick ideas #2
The Michigan state lottery
Updates on PAGS, YI, SBSAA
Pagseguro, a cheap compounder?
Updates and rebalancing #1
Greentree Hospitality
Quick ideas #1
A few new positions
My 2022 and some updates
