Afya's Multiple Is Back To Reasonable Levels, But Market Saturation Is Real
Group 1 - The results indicate no significant change in the trend for the year, which had already been addressed after the 1Q25 results [1] - Quipus Capital adopts a long-only investment strategy, focusing on operational aspects and long-term earnings potential rather than market-driven dynamics [1] - The majority of Quipus Capital's recommendations will be holds, reflecting a cautious approach in a bullish market [1] Group 2 - The article emphasizes the importance of understanding competitive dynamics within industries for making informed investment decisions [1] - A very small fraction of companies are deemed suitable for a buy recommendation at any given time, highlighting a selective investment strategy [1]