Tiago dos Reis on Helbor

Tiago dos Reis on Helbor

Watch Tiago dos Reis, Portfolio Manager of SET Investimentos, share his thesis on Helbor Empreendimentos SA (BVMF:HBOR3).

Tiago dos Reis on Helbor

Via valueconferences

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

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