Mentioned 4/15/2026
Creator Profile
Value Investing Clube
YouTube | Stock
2,430 followers
Visit creator profileReturn Since March 15, 2026
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Latest published research
May 30, 2026
[TTEN3] Análise dos Resultados 1T/2026 - 3tentos
The creator analyzes the Q1 2026 results for 3tentos (TTEN3), a company in the agro sector with a strong growth thesis. The analysis highlights the company's expansion into new states with new stores, increased production capacity in its industrial segment, and positive management. The creator also provides updated valuation estimates based on conservative, moderate, and optimistic scenarios.
April 15, 2026
[Claude] Análise de BUY AND HOLD: ABCB4, WEGE3, BMEB4, BBDC3
The creator analyzes the buy-and-hold performance of several Brazilian stocks (ABCB4, WEGE3, BMEB4, BBDC3, PETR4) using AI to process historical data. The analysis highlights that while some companies like ABCB4 and BMEB4 have shown consistent returns above CDI, others like BBDC3 have underperformed significantly in recent years. The video emphasizes the importance of considering entry price and company quality, even for top-tier companies like WEGE3, suggesting that past performance is not indicative of future results and continuous monitoring is crucial.
April 15, 2026
BUY AND HOLD vs CDI: Exemplos de RADL3, ABEV3 e ODPV3
The creator analyzes whether price matters in investing by comparing buy-and-hold strategies for several Brazilian companies (Ambev, Raia Drogasil, Odonto Prev, Itaú, Veg) against investing in CDI (a benchmark interest rate). The analysis shows that while some quality companies like Itaú consistently outperform CDI, others like Ambev, Raia Drogasil, and Odonto Prev have periods where buying and holding was less profitable than CDI due to high valuations. Veg is also discussed as a quality company that can become overvalued, making continued contributions less efficient at certain times. The core message is that understanding valuation is crucial for optimal capital allocation.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
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