Hello world ;)
Putting ourselves out there for the world
We have been generating quite a bit of research on illiquid, overlooked and usually very cheap assets in markets where most of the institutional investors and sell-side analysts never dare to venture.
After a few requests from some misfits like ourselves, we decided to take this step forward to make some of our research available internationally here on this blog.
You can expect to find here:
Some deep-dives in some of our coverage names;
A few thesis updates as we uncover more information or things change;
Some more broadly market research that we generate and we deem valuable for our international friends.
Our goal here is to be able to debate better our ideas, sharpening our thesis in the pursuit of increasing our knowledge and perhaps our edge in investing.
Best of luck to us all out there in the wild.
Julio Coelho, CFA
Founder, Lapin Capital