Cosan: I Was Wrong

Group 1 - The core recommendation is to buy Cosan (NYSE: CSAN) shares despite a significant deterioration in the Brazilian economic scenario since the initial buy recommendation on April 1, 2024 [1] - The analyst acknowledges that the Brazilian economic conditions have worsened considerably, which poses a risk to the investment thesis for Cosan [1] Group 2 - The analyst has over 5 years of experience in equity analysis in Latin America, providing in-depth research and insights for informed investment decisions [1]