Tiago’s Newsletter | Tiago Dias | Substack

A small cap insurance company that's very interesting

Feb 4

New Top Community

A pharmaceutical giant under fire

Mar 18

The basics of valuation

Mar 11

The Monthly Dividend Company

Mar 4

A fully integrated bet on the labor market

Feb 25

The Marginal Margarine Manufacturer Making Me Miss My Money

Feb 18

Profit Margins, Cost of Capital and Capital Intensity

Feb 11

Ep. 2 - A Discussion on Investors Title Listen now (39 min) | A small cap value play with an interesting profit structure

Jan 28

Recommendations

Devin LaSarre

Tiago’s Newsletter

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts