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Value Investing, com Guilherme

YouTube | stock

69K followers

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Tracked since March 15, 2026

Performance since March 15, 2026

Creator strategy
+5.53%
S&P 500
+3.78%
Edge
+1.75%
Success rate
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Recent Posts

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October 4, 2026

FICOU TUDO CARO? BBAS3 a R$24 NÃO VALE A PENA? 8 BANCOS BARATOS PAGANDO ATÉ 11% DE DIVIDEND YIELD

The creator analyzes the Brazilian banking sector, noting that despite a recent rally, the sector's P/E ratio is still below its two-decade average, suggesting opportunities may still exist. However, individual bank valuations vary, with Itaú appearing relatively high and Bradesco being the cheapest among the major banks. Banco do Brasil is discussed as having become expensive after a significant price increase, and the creator expresses caution at current levels.

2 tracked mentionsNo linked signals detected

October 2, 2026

DESABOU 30%: AÇÃO CÍCLICA QUASE DE GRAÇA? 12% de DIVIDEND YIELD VALE A PENA? ESTRATÉGIA BARSI

The creator discusses SEMIN, a mining company experiencing a significant stock price drop of over 30%. The video analyzes the reasons behind the fall, including rising freight costs, reduced production guidance, and increased operational costs, which are impacting margins and cash flow. The creator also touches upon the company's dividend yield and future free cash flow projections, with a price target of R$6.50 for 2027.

2 tracked mentionsNo linked signals detected

October 1, 2026

🚨URGENTE: QUASE R$4 BILHÕES? Quanto eu irei receber? Estratégia de Dividendos. Vale a pena investir?

The creator discusses dividend and JCP (Juros sobre Capital Próprio) announcements from ISA Energia and Bradesco, focusing on strategies for reinvesting dividends to maximize returns. The video details payment dates, net amounts per share, and tax implications for both companies, highlighting Bradesco's preference for ordinary shares due to better pricing and remuneration.

6 tracked mentions1 linked signals