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Value Investing, com Guilherme

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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 Ita煤, 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 Bras铆lia due to significant financial risks.

1 mentions 路 1 linked signals

Mar 15, 2026

馃毃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.

2 mentions 路 0 linked signals

Mar 15, 2026

馃毃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.

1 mentions 路 0 linked signals

Mar 15, 2026

馃毃URGENT: NEW VALE COMPANY LISTED ON THE STOCK EXCHANGE? BIGGEST RECOVERY IN HISTORY RA脥ZEN 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.

3 mentions 路 1 linked signals

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