Jan 13, 2023·edited Jan 13, 2023Liked by Patrick Flood, CFA
Will include in my Monday links post... This sounds like a Brazilian version of Mitra Adiperkasa, Minor Food Group, Americana Restaurants etc - although its typically better to do a mix of foreign franchises while developing your own brands for the long-haul (an expensive learning process...) e.g. Pizza Company was developed by Minor after they had the Pizza Hut franchise in Thailand, but I guess had a falling out with the parent many years ago and the contract was not renewed.
I am thinking the only good sources for objective Latin America investment relevant news (in English albeit browser translators can work ok) will come from fund commentaries or IB / research reports e.g. see some of the Latam funds I found and their investments mentioned at https://emergingmarketskeptic.substack.com/p/em-fund-stock-commentary-january-10-2023
Hello Patrick, which Brazilian broker do you recommend? I don't see stocks like Meal3 on IB or Degiro. Thanks.
Will include in my Monday links post... This sounds like a Brazilian version of Mitra Adiperkasa, Minor Food Group, Americana Restaurants etc - although its typically better to do a mix of foreign franchises while developing your own brands for the long-haul (an expensive learning process...) e.g. Pizza Company was developed by Minor after they had the Pizza Hut franchise in Thailand, but I guess had a falling out with the parent many years ago and the contract was not renewed.
Are there any good media sources for objective Brazil + Latin America news - especially business and investment related? The Latin America Risk Report substack does a Friday links post that reads like a Council on Foreign Relations PR piece or rather all the links come from sources reflecting "correct" USA-western political opinions... I have links to Brazil media that I know of at http://www.emergingmarketskeptic.com/emerging-market-adrs/latin-america-adrs/south-america-adrs/investing-in-brazil-adrs-brazilian-stocks/ and at the bottom of http://www.emergingmarketskeptic.com/
I am thinking the only good sources for objective Latin America investment relevant news (in English albeit browser translators can work ok) will come from fund commentaries or IB / research reports e.g. see some of the Latam funds I found and their investments mentioned at https://emergingmarketskeptic.substack.com/p/em-fund-stock-commentary-january-10-2023