Creator Post Archive
Value Investing, com Guilherme
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Oct 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.
Oct 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.
Oct 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.
Sep 29, 2026
🚨ALERTA em BBAS3: EU NUNCA VI ALGO ASSIM! VENDER TAESA: CUIDADO COM A SARDINHAGEM
The creator discusses Banco do Brasil (BBAS3) and Taesa, highlighting a significant increase in agricultural loan defaults, which has led JP Morgan to cut profit estimates and price targets for Banco do Brasil. The creator expresses concern about the rising non-performing loans in the agro sector, noting it's a record high not seen even during past crises. This situation is expected to impact Banco do Brasil's upcoming earnings, potentially leading to lower profits than previously anticipated.
Sep 27, 2026
BBAS3 a R$17 JÁ É REALIDADE? BRADESCO MUITO BARATO e PAGANDO DIVIDENDOS? VALE A PENA INVESTIR? BBDC4
The creator analyzes major Brazilian banks, highlighting Bradesco (BBAS3/BBDC4) as the cheapest based on projected P/E and dividend yield, despite a recent price surge in Banco do Brasil (BBAS3). The analysis delves into Bradesco's potential post-capital increase, emphasizing market expectations for profitability on the new capital.
Sep 25, 2026
🚨ATENÇÃO: AÇÃO DESABA 34%. GRANDE RISCO? 12% de DIVIDEND YIELD: VALE A PENA INVESTIR? CMIG4 TIMS3
The creator discusses Celesc (CLSC4), highlighting its attractive valuation with a P/E of seven times earnings and a dividend yield above 7%, despite its nominal share price. The video also touches upon other electric utility companies like CPFL and SEMIG, noting their discounted valuations and dividend prospects, while contrasting them with higher-valued companies like Equatorial and Energiza. The creator suggests CPFL and SEMIG might be the only discounted stocks in the sector by 2026.
Sep 20, 2026
BRADESCO ESTÁ DE GRAÇA? 10% DE DIVIDEND YIELD VALE A PENA INVESTIR? BBAS3 BBDC4
The creator analyzes the Brazilian banking sector, focusing on Bradesco (BBAS3/BBDC4). They compare earning yields of major banks, highlighting Bradesco's high yield and dividend potential. The analysis suggests Bradesco is undervalued based on historical P/E and P/B ratios, with a strong insurance segment supporting its results. The creator also notes a positive outlook from Itaú's report, which recommends Bradesco as the top pick in the sector.
Sep 16, 2026
PETROBRAS A R$ 50: FICOU CARA OU É OPORTUNIDADE? 15% de DIVIDEND YIELD RECV3 VALE A PENA? PETR4
The creator discusses Petrobras (PETR4) and the broader oil sector, analyzing the stock's recent surge above R$50 and its potential for future dividend payments. The analysis considers the impact of rising oil prices, government interference, and fuel price discrepancies on the company's performance and valuation.
Sep 14, 2026
🚨ATENÇÃO: AÇÃO DESABA 7%. GRANDE RISCO? 13% de DIVIDEND YIELD: VALE A PENA INVESTIR? VALE3 BBAS3
The creator discusses a BOFA report highlighting stocks that could benefit from falling interest rates (Selic). They analyze Equatorial, Axia, ISA, Ecorodovias, Motiva (formerly CCR), and Rumo, focusing on their potential Internal Rate of Return (TIR) and dividend yields, and how lower interest rates might impact their financial and operational results. The creator also touches on a BTG report about potential risks in the mining sector affecting Vale and CSN Mineração, and compares the valuations of major Brazilian banks.
Sep 13, 2026
Quanto Investir Para Receber R$1.000,00 Por Mês de DIVIDENDOS com Ações do BRADESCO? BBDC3 ou BBDC4?
This video discusses Bradesco (BBDC3/BBDC4), analyzing its historical returns, dividend payouts, and whether it's a good investment today. The creator highlights Bradesco's impressive 30-year return of nearly 13,900% (17%+ CAGR), outperforming the Ibovespa and CDI. The video also calculates how much to invest to receive R$1,000 per month in dividends and compares ordinary (BBDC3) vs. preferred (BBDC4) shares. The creator emphasizes the importance of acquisition price, noting they bought Bradesco at R$10 when it was out of favor, leading to a high dividend yield on cost.
Sep 9, 2026
DIVIDENDOS: BBAS3 e BRSR6.QUANTO IREI RECEBER? É LOUCURA TER BBSE3 e CXSE3 na MESMA CARTEIRA?
The creator discusses dividend payments from BanSul and Banco do Brasil. BanSul is highlighted for its frequent and high dividend yield, making it attractive for passive income despite operational challenges. Banco do Brasil's dividend and profit expectations have been lowered by BOFA, with projections suggesting it may not meet its guidance and a potential downside to its price target.
Sep 7, 2026
BBAS3: +11% na SEMANA. 10% DE DIVIDEND YIELD VALE A PENA? BBSE3 CXSE3 BBAS3 e BBDC3
The creator discusses the impact of recent news on insurance companies, specifically BB Seguridade and Caixa Seguridade. A favorable court decision regarding PIS/COFINS on financial income is analyzed, with the creator concluding the impact on profits and dividends is marginal for both companies. A new legal framework for rural insurance is also mentioned as positive for BB Seguridade. The video also touches on the banking sector's provisioning and Banco do Brasil's impact.
Sep 6, 2026
ALERTA no BANCO DO BRASIL: NÃO VALE A PENA INVESTIR? BBAS3 | LUIZ BARSI
The creator discusses Banco do Brasil (BBAS3), noting its recent 27% price surge in 14 days, driven by dividend payments and election-related volatility rather than fundamental improvements. While acknowledging potential relief in agricultural debt and improved PDD, the analysis highlights that XP Securities has a price target of R$21, implying a potential downside from the current R$22-R$23 trading range, suggesting the recent rally may not be sustainable based on fundamentals.
Sep 4, 2026
10 AÇÕES MUITO BARATAS PAGANDO ATÉ 13% DE DIVIDEND YIELD.
The creator discusses a dividend-focused stock portfolio from Safra, highlighting its strong performance compared to market indices. The video focuses on companies with high dividend yields and good historical payment records, emphasizing the financial and electric utility sectors as prime for dividend investors. Specific stocks like Cury and Petrobras are analyzed for their dividend potential and market recommendations.
Sep 2, 2026
10 Ações BARATAS para Montar uma CARTEIRA de DIVIDENDOS
The creator discusses 10 dividend-paying stocks, focusing on their performance, dividend yields, and valuation. They highlight Itaú and Bradesco as attractive for dividend investors, noting their low P/E ratios and strong dividend payouts. Vale is also mentioned, with its performance tied to iron ore prices and company efficiency.
Aug 31, 2026
AÇÃO ELÉTRICA MAIS BARATA DA BOLSA? LUCRO SOBE, AÇÃO CAI: VALE A PENA INVESTIR? CPFE3, CMIG4, TAEE11
The creator discusses the Brazilian electricity sector, highlighting CPFL Energia (CPFE3) and Cemig (CMIG4) as the cheapest and highest dividend-paying stocks. The analysis includes fundamental metrics, price targets, and dividend yields, with a focus on CPFL's attractive valuation and operational quality.
Aug 30, 2026
ALERTA NO BANCO DO BRASIL: O PIOR NÚMERO DA HISTÓRIA? | BBAS3 BBDC4
The creator discusses the Brazilian banking sector, focusing on Banco do Brasil (BBAS3) and Bradesco (BBDC4). They highlight Bradesco as the cheapest bank based on projected P/E and its consistent profit growth and dividend payments. The creator also mentions buying opportunities in Banco do Brasil when it was trading below R$17, despite recent negative news. The analysis includes a comparison of P/E ratios for Itaú, Bradesco, Santander, and Banco do Brasil, with Bradesco appearing as the most undervalued.
Aug 28, 2026
3 AÇÕES MUITO BARATAS PAGANDO ATÉ 12% DE DIVIDEND YIELD
This video discusses three undervalued dividend-paying stocks, starting with Itaúsa. JP Morgan has raised its price target for Itaúsa, citing a discount in its holding structure and potential tax efficiency improvements. The stock is highlighted for its strong dividend yield and historical performance, with a consensus buy recommendation from analysts.
Aug 24, 2026
BARSI COMPROU E AÇÃO DESABOU? BBAS3 MAIS PROBLEMAS? VAI FALTAR PAPEL NA BOLSA? DADOS DA BOLSA e MAIS
The creator discusses recent market data, including foreign investor outflows and retail investor inflows into the Brazilian stock market. They highlight Braskem's judicial recovery filing, its potential delisting from indices, and the impact on banks. The creator also mentions that investor Bernard Arnault's investment in Braskem has significantly underperformed, emphasizing the importance of risk management for large investors.
Aug 23, 2026
Bradesco a R$13,99? Estou COMPRANDO BBDC3 e Banco do Brasil (BBAS3)?
The creator analyzes the Brazilian banking sector, comparing Bradesco (BBDC3), Banco do Brasil (BBAS3), Itaú, and Santander based on projected 2026 earnings and recent performance. Bradesco is highlighted as the cheapest based on a projected P/E of 6.2x, while Banco do Brasil has a projected P/E of 6.6x. The video also discusses dividend yields, Bradesco's subscription, Banco do Brasil's dividend announcement, and the impact of foreign capital outflow on the sector.
Aug 21, 2026
3 AÇÕES SMALL CAPS MUITO BARATAS E QUE PAGAM ALTOS DIVIDENDOS
The creator discusses Unifique (UNIF3), a small-cap telecommunications company, highlighting its recent stock price drop despite positive financial results. The analysis focuses on valuation, dividend yield, and growth metrics, suggesting the stock is undervalued due to market overreaction to slower growth in passive homes.
Aug 17, 2026
Banco do Brasil (BBAS3) a R$17,99? CRISE NO SETOR BANCÁRIO BBDC4 DE GRAÇA? 3 AÇÕES CARTEIRA DO BARSI
The creator discusses the Brazilian stock market's recent downturn, driven by foreign investor outflows. They analyze Banco do Brasil (BBAS3) and Bradesco (BBDC4) in light of potential losses from the Casas Bahia judicial recovery, and also touch upon Banco BMG as part of Luiz Barce's portfolio, highlighting its dividend payments.
Aug 16, 2026
RECALCULEI TUDO: NOVO PREÇO TETO e DIVIDEND YIELD do BANCO DO BRASIL (BBAS3). Estratégia atualizada!
The creator analyzes Banco do Brasil (BBAS3) after its Q2 earnings, updating their valuation and dividend yield projections. They note that the current stock price is trading above its historical average P/E ratio and discuss the projected dividend yield for 2026. The creator also mentions Bradesco as a market favorite and hints at a structural change in the banking sector.
Aug 12, 2026
🚨URGENTE: LUCRO DO BANCO DO BRASIL FOI RUIM? 600 MILHÕES EM DIVIDENDOS E MAIS
The creator discusses Banco do Brasil's recent earnings report, noting that the bank's profit exceeded market expectations despite a significant drop in its stock price. While the bank showed positive operational results, concerns were raised about the rising cost of credit and non-performing loans, particularly in the personal and agribusiness segments, suggesting potential future impacts on profitability if provisioning is not adjusted accordingly.
May 31, 2026
Banco do Brasil (BBAS3) a R$19 JÁ É REALIDADE? BRADESCO SAÚDE MUITO BARATA e PAGANDO DIVIDENDOS?
The creator discusses the banking sector in Brazil, noting a significant drop in the Ibovespa index and the financial index (IFNC). They analyze several major banks: Itaú, Bradesco, Banco do Brasil, and Santander, comparing their P/E ratios and market valuations. The creator expresses concern over rising non-performing loans and judicial recovery rates, particularly impacting Banco do Brasil.
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