Suzano: A Winner In The Tariff Tussle

Group 1 - Suzano (NYSE: SUZ) is positioned to benefit from the recent tariff draw-down, indicating a favorable market environment for the company [2] - The company has a clear deleveraging path, having achieved a 10% quarterly reduction in debt, which enhances its financial stability [2] - The Value Lab offers a portfolio with a target yield of about 4%, focusing on international mispriced equities, which may include companies like Suzano [1][2] Group 2 - The Valkyrie Trading Society consists of analysts who focus on high conviction, downside-limited investment ideas in developed markets, aiming for non-correlated and outsized returns [3] - The society operates as long-only investors, indicating a strategy that avoids short selling and focuses on capital appreciation [3]