Introducing Brazil's Best Company. 15% ROIC, +20% Revenue Growth and 10x P/E

The best company in Brazil is trading at a stunning discount. Here’s everything you need to know…

Hi, Investor 👋

I’m Jimmy, and welcome to another edition of our newsletter. Today, we’re diving into one of the most compelling setups we’ve seen in a while.

Brazilian stocks have been out of favor for years… and that’s exactly where the best opportunities usually hide. In this edition, I want to walk you through a company that not only survived the chaos — but came out stronger. A dominant market leader, trading like it’s broken.

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Latin American investors — especially Brazilians — have been in survival mode for over five years.

The brief honeymoon of 2019 faded with the pandemic and never returned...

Since then, the region has faced a cocktail of rising interest rates, persistent inflation, political noise, and an unforgiving equity market.

Many companies that were once considered unbreakable have stumbled. And if the strongest have suffered, imagine what happened to the weaker ones.

Higher funding costs and unpredictable demand forced countless smaller players to sell, merge, or shut down entirely.

The result? A once fragmented market is now ripe for consolidation — and a few survivors are emerging not just intact, but stronger.

One of Brazil’s best companies — arguably the best — is trading at a huge discount. It commands over 40% market share in its segment and just completed a landmark acquisition of its largest rival.

The business is high-quality by any metric:

• 15% ROIC

• Consistent 20%+ annual revenue growth,

• Low leverage; and

• Leadership in scale, efficiency, and tech.

Yet the stock trades at only 10x 2025E earnings — a valuation usually reserved for companies with serious structural problems.

This setup doesn’t come around often…

Maybe once every 15 years. And we believe this is one of those moments…

The company we’re talking about is…