Assaí - LATAM Stocks Investment Analysis #25

Assaí the 2nd largest retailer in Brazil and Brazil’s 24th largest company.

Dear LATAM Stocks Readers,

I hope you are all well!

This edition will cover Assai, the 2^nd largest retailer in Brazil and Brazil’s 24^th largest company.

This edition will be a little different so let me explain…

I recently connected with the Variant Perception team. Variant Perception is a unique firm and I think they post great research and charts. So when they asked me if I would like to write up a Brazilian stock analysis as a compliment to a recent bullish Brazil piece they wrote, I was more than happy to.

The Assai piece that follows went out on the Variant Perception site on July 26^th. Assai’s stock price is still in the same range, so despite one of the most volatile weeks in recent stock market history, the research is just as valid today.

I also recorded a video with Scott from Variant Perception about Assai, which can be found on the same page, above the PowerPoint Presentation.

You can find the Assai analysis and video by following this link:

https://portal.variantperception.com/providers/latam-stocks/research/assai--sendas-distribuidora-ticker-asai-single-stock-deep-dive

As always, I am very much interested in your thoughts on the company and analysis, so feel free to shoot me a message or leave a comment below!

All the Best,

Patrick