Creator Post Archive
Value Investing, com Guilherme
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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.
May 13, 2026
🚨URGENT: STOCKS FALLING despite RECORD PROFITS and DIVIDENDS! ITSA4 | BBAS3 at R$20 AGAIN?
The creator analyzes the financial sector, focusing on Itaúza (ITSA4), BR Partners (BRPR3), and BTG Pactual (BPAC11). Itaúza reported record profits and a positive dividend outlook despite a stock price drop. BR Partners showed revenue growth but declining profitability, though it remains a good dividend payer. BTG Pactual delivered strong results and growth, but is not recommended for dividend-focused investors.
May 8, 2026
5 YEARS LOSING MONEY? 35% DROP IN STOCK and KLABIN'S TERRIBLE RESULTS? BANCO ITAÚ RESULTS
The creator reviews the recent financial results of three Brazilian companies: Itaú, Klabin, and ISA Energia. Itaú reported strong earnings and improved credit quality, while Klabin's results were disappointing due to commodity price drops and currency fluctuations. ISA Energia showed positive revenue growth and operational improvements, but potential future leverage increases are a point of attention. The creator offers investment perspectives on each, emphasizing long-term value and cyclical company analysis.
May 5, 2026
🚨WHAT TO EXPECT FROM BB SEGURIDADE? COULD DIVIDENDS PLUMMET? BBAS3 BRSR6 AND STOCK MARKET DATA
The video discusses the Brazilian stock market, focusing on the banking sector and BB Seguridade. It highlights low foreign investor allocation, negative fund flows into equities, and the shift towards fixed income. Key banking stocks like Itaú, Bradesco, BTG, Banco do Brasil, and Santander are analyzed based on their recent earnings reports and future expectations. BB Seguridade is examined for its valuation, dividend yield, and operational risks, with a mention of Banrisul's dividend announcement.
May 3, 2026
🚨STOCK PLUMMETS 60%? 15% DIVIDEND YIELD. PETROBRAS NEW RECORD | IRANI (RANI3) and SUZB3 RESULTS
The video discusses the financial results of Petrobras, Irani, and Suzano, focusing on their operational performance, dividend yields, and market outlook. Petrobras reported record production and export figures, with strong potential for future dividends. Irani showed a mixed but satisfactory performance, with a high free cash flow yield despite a drop in net profit. Suzano's results were below expectations, impacted by falling commodity prices and high capex, making it less suitable for dividend-focused investors.
May 1, 2026
🚨URGENT: STOCKS PLUMMET UP TO 7% AND THEY TOLD YOU TO SELL BANCO DO BRASIL? 1Q26 RESULTS: VALE3, ...
The video discusses the recent performance of Santander, Veg, and Vale following their Q1 2026 earnings reports. Santander's profitability declined, and credit quality worsened, leading to a sell rating from Goldman Sachs. Veg experienced a drop in revenue and profitability, impacted by rising copper costs and unfavorable currency exchange rates. Vale reported strong operational growth and profit, but concerns remain about rising costs and debt, despite a positive outlook for dividends.
Apr 24, 2026
🚨CHEAPEST SECTOR ON THE STOCK MARKET? BB SEGURIDADE IN DANGER and BILLIONS IN ISA ENERGIA. IS IT ...
The creator discusses the current state of the Brazilian stock market, highlighting undervalued sectors like small caps and banking, while noting overvaluation in others like basic services and energy. The video focuses on ISA Energia, detailing its recent price surge driven by speculation on a potential large payout, despite stagnant operational performance. The creator expresses caution regarding this speculative element but acknowledges ISA Energia's historical strength in dividends and operational consistency.
Apr 17, 2026
🚨URGENT: WERE BBSE3 SHARES ORDERED TO BE SOLD? CXSE3 PLUMMETS ON THE STOCK MARKET and BANCO DO BR...
The video discusses the financial performance of Banco do Brasil, BB Seguridade, and Caixa Seguridade, noting recent downgrades and negative outlooks for the insurance sector. It also covers the poor Q1 earnings of Home, with a significant drop in profit and revenue, reflecting a challenging macroeconomic environment. Despite the negative sentiment, the creator suggests potential long-term opportunities for investors in the insurance sector if prices fall further.
Apr 15, 2026
🚨WARNING: CHEAPEST STOCK ON THE STOCK EXCHANGE? HOW DID CEMIG DOUBLE ITS ASSETS WITH BONUS ISSUES?
The creator discusses several Brazilian stocks: CEMIG, Banco de Brasília, JHSF, and IRB. CEMIG is highlighted for its dividend announcements and potential for stock bonuses, though its current price is at a 52-week high. Banco de Brasília is presented as a very cheap bank with a high dividend yield, but carries significant risk due to its involvement with Banco Master and potential liquidation. JHSF is praised for its strategic shift towards recurring income and strong financial results. IRB has announced its first dividend in five years, but faces operational challenges and a history of accounting fraud, leading to caution.
Apr 15, 2026
🚨 3 STOCKS THAT PLUMMETED BY UP TO 35% AND NO ONE IS NOTICING. IS IT WORTH INVESTING THINKING ABO...
The video discusses cyclical stocks that have seen significant drops despite the recent stock market rally, highlighting potential investment opportunities. It covers companies in the oil, mining, and cellulose sectors, analyzing their recent performance, financial outlook, and dividend potential for the first quarter earnings season. Specific companies mentioned include Petro Recôncavo, Vale, CSN Mineração, Suzano, Clabin, and Irani.
Apr 15, 2026
3 Stocks That Pay High Dividends, and One of Them Is Very Cheap
The video discusses three dividend-paying stocks: BB Seguridade, Alos, and Axia Energia (formerly Eletrobras). BB Seguridade is highlighted for its attractive valuation and high dividend payout despite potential profit declines. Alos is noted for its recent dividend policy changes and market share growth in the shopping center sector. Axia Energia is presented as an efficient energy company with increasing dividends, though its valuation is already reflecting these improvements.
Apr 15, 2026
Banco do Brasil (BBAS3) at R$22? Stock plummets with billion-dollar losses: Braskem, Petrobras, a...
The video discusses opportunities in the banking sector due to recent drops in stock prices, mentioning Bradesco, Banco do Brasil, Itaúsa, Itaú, and Santander. It also covers Petrobras's performance amidst rising oil prices, highlighting PRIO as a major beneficiary. The analysis extends to Eng's success in transmission auctions and the financial results of Bradespar and Braskem, with a cautionary note on Braskem's high leverage and consistent losses.
Apr 15, 2026
🚨URGENT: WILL BANCO DO BRASIL DILUTE SHAREHOLDER SHARES? BONUS ISSUES ON THE WAY? ITAÚSA and STOC...
The video discusses the Brazilian stock market, focusing on Itaúsa and Banco do Brasil. It analyzes institutional investor behavior, potential capitalizations for Banco do Brasil, and positive outlooks for Itaúsa due to tax changes and potential IPOs of its subsidiaries. The creator advises caution regarding Banco do Brasil's news and emphasizes focusing on fundamentals.
Mar 15, 2026
🚨URGENT: NEW VALE COMPANY LISTED ON THE STOCK EXCHANGE? BIGGEST RECOVERY IN HISTORY RAÍZEN CSAN3
The video discusses dividend announcements from Banu, the potential IPO of Vale's basic metals division, and the financial struggles of Raizen and Cosan. It highlights Vale's growth in copper and nickel production as a positive sign for future cash flow and dividend potential. Conversely, Raizen faces a record judicial recovery request, while Cosan shows some signs of improvement despite significant losses. The creator also touches on Prio's recent earnings report, noting positive operational metrics despite a net loss.
Mar 15, 2026
🚨URGENT: CXSE3 PLUMMETS ON THE STOCK MARKET. TERRIBLE NEWS FOR BBAS3. BRADESCO CHANGES STRATEGY A...
The creator discusses the financial results and strategic changes for Bradesco, Odontoprev, Banco do Brasil, and Caixa Seguridade. A key focus is Bradesco's plan to consolidate its health sector assets under Odontoprev, creating a larger entity through an inverse IPO. The video also touches on rising non-performing loans in the agribusiness sector affecting Banco do Brasil and Caixa Seguridade's mixed financial results, with a slowdown in its core business but strong financial gains.
Mar 15, 2026
🚨Petrobras stock plunges 7%, lower dividends cause concern? PRIO3 and 4Q25 results
The video provides an update on the Brazilian stock market, focusing on Petrobras and Prio. Petrobras reported positive Q4 results with strong operational performance and record production, but faces concerns regarding international price parity for diesel and gasoline, a growing net debt, and a pressured free cash flow. Prio, on the other hand, is highlighted for its potential to become a significant dividend payer due to production increases from new fields and the rising oil commodity prices.
Mar 15, 2026
Free and Board Selling? Banco do Brasil (BBAS3) Dividends. Luiz Barsi: Is it Worth Investing?
The video analyzes the Brazilian banking sector, comparing major banks like Itaú, Bradesco, Banco do Brasil, and Santander based on current and projected financial performance, dividends, and valuation metrics. It also discusses Banco Mercantil, highlighting its growth potential and current valuation, and concludes with a cautionary note on Banco de Brasília due to significant financial risks.