Azul Confirmed 85% Dilution But Might Still Not Cover Interest, A Clear Pass

Group 1 - The company is undergoing a financial restructuring, with an anticipated dilution of 85% [1] - The focus of Quipus Capital is on operational aspects and long-term earnings power rather than market-driven dynamics [1] - Most recommendations from Quipus Capital will be holds, indicating a cautious approach to investment opportunities [1] Group 2 - The article emphasizes the importance of understanding competitive dynamics within industries for making informed investment decisions [1] - A small fraction of companies are deemed suitable for buying at any given time, highlighting a selective investment strategy [1]