Differently from our sections with investment thesis or macroeconomic articles, we use this financial blog section to do a brief analysis of the market situation, write about specific events affecting our universe of companies or share our thoughts related to the economy.
We will cover companies and thematic related to the companies in our portfolio & watchlist but it will not be limited to that. Sometimes, we will also use this part to reflect on some ideas/topics that we will further elaborate in its appropriate section.
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