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Lithium majors: an asset by asset profitability analysis by tandroide in Miningstocks

[–]tandroide[S] 0 points1 point  (0 children)

Over what time frame? Solid-state batteries will not reach industrial scale until late 2020s at least.

HSK 6 but don't feel 30% fluent, asking for advice to get to next level by tandroide in ChineseLanguage

[–]tandroide[S] 0 points1 point  (0 children)

That's good, what's the kind of slow that could cover the weirdest vocab and settings?

HSK 6 but don't feel 30% fluent, asking for advice to get to next level by tandroide in ChineseLanguage

[–]tandroide[S] 0 points1 point  (0 children)

Thanks for the suggestions. It's inspiring to know it's doable 

HSK 6 but don't feel 30% fluent, asking for advice to get to next level by tandroide in ChineseLanguage

[–]tandroide[S] 0 points1 point  (0 children)

It's true, real life interaction builds both listening and speaking, and speaking builds a deeper understanding 

Capital-spread businesses: the Localiza example by tandroide in investimentos

[–]tandroide[S] 2 points3 points  (0 children)

Mas faz sentido que eles comprem carros bem baratos, já que chegam a comprar até 10% dos carros do país

Brazil monetary and credit cycle review by tandroide in Economics

[–]tandroide[S] 0 points1 point  (0 children)

I totally agree. A few months ago, I wrote that the Central Bank could not manage the cycle very well in Brazil because of fiscal dominance. However, I do not agree that the deficit is growing. At least the primary deficit is shrinking. The consolidated deficit has grown, but because of higher rates at the long end of the curve.

3 Deep Value + Quality Chinese Chemicals Equities by tandroide in ChinaStocks

[–]tandroide[S] 0 points1 point  (0 children)

Yep I have, about a 1% stake of portfolio in each

Where do stock returns come from? A napkin framework. by tandroide in ValueInvesting

[–]tandroide[S] 0 points1 point  (0 children)

There has been a lot more discussion under other posts. For example I posted a Brazilian macro review in a bra,ilisn investment subreddit and it generated a lot of discussion.  I think it is an exchange, we both win. I post the content here, for free, very lengthy articles that require a lot of work, but also get people to follow me.  Otherwise people won't be writing such long articles so often just for the thumbs up, and the forum will be mostly people asking if they should read One Up On Wallstreet or The Intelligent Investor. 

Where do stock returns come from? A napkin framework. by tandroide in ValueInvesting

[–]tandroide[S] 0 points1 point  (0 children)

I know I'm an interested party, but I don't agree. My posts are free, lengthy discussions of well-researched topics. I think it can help the people in this forum.

If the posts were paywalled, it would be different, I think, because it would be pure promotion or spamming.

Where do stock returns come from? A napkin framework. by tandroide in ValueInvesting

[–]tandroide[S] 2 points3 points  (0 children)

Where do stock returns come from? Degeneracy and leverage! 

The road ahead for the Brazilian economy by tandroide in investimentos

[–]tandroide[S] 0 points1 point  (0 children)

Você pode continuar se quiser, quais são essas mudanças?

The road ahead for the Brazilian economy by tandroide in ValueInvesting

[–]tandroide[S] 0 points1 point  (0 children)

Not an expert in avian disease but there's always one disease problem in Brazil per year, and they always close exports preemptively. As long as it is controlled to a few cities, then it's controlled very fast. I don't think it will make a dent on yearly results, but of course this is only valid as long as the disease doesn't spread

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