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2023 Annual Report
A comeback and a rebrand
Mar 23
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Tiago Dias
5
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2023 Annual Report
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Investors Title
A small cap insurance company that's very interesting
Feb 4, 2023
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Tiago Dias
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Investors Title
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US Steel (X)
A special situation with limited downside
Apr 29
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Tiago Dias
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US Steel (X)
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Texas Instruments
May 7, 2022
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Tiago Dias
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Texas Instruments
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T. Rowe Price
Sep 24, 2022
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Tiago Dias
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T. Rowe Price
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Stanley Black & Decker
Aug 20, 2022
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Tiago Dias
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Stanley Black & Decker
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Problems at Vonovia
Sep 10, 2022
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Tiago Dias
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Problems at Vonovia
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Johnson & Johnson
Feb 26, 2022
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Tiago Dias
3
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Johnson & Johnson
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Ep. 1 - A Discussion on T. Rowe Price
Nov 5, 2022
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Tiago Dias
8
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Ep. 1 - A Discussion on T. Rowe Price
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An Announcement and a Break
I'll be back next year
Dec 9, 2023
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Tiago Dias
7
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An Announcement and a Break
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Japan Lifeline
A medical devices company at a fair valuation
Dec 2, 2023
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Tiago Dias
4
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Japan Lifeline
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A look back at Activision Blizzard Inc.
The arbitrage opportunity has closed
Nov 25, 2023
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Tiago Dias
1
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A look back at Activision Blizzard Inc.
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Western Union Earnings - 2023 Q3
Returning capital to shareholders, now and forever.
Nov 18, 2023
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Tiago Dias
3
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Western Union Earnings - 2023 Q3
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An arbitrage play
The PXD and XOM merger
Nov 11, 2023
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Tiago Dias
3
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An arbitrage play
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Q3 2023 Review
A new play?
Nov 4, 2023
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Tiago Dias
5
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Q3 2023 Review
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We need to talk about Realty Income
Why I'm concerned
Oct 28, 2023
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Tiago Dias
4
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We need to talk about Realty Income
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