With the start of the crop and calendar year and an almost 8% drop since I last covered the name in September 2025 , BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ( LND ) isLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries whe ...

Core Insights - The investment approach focuses on identifying businesses with potential for long-term growth and significant terminal value through understanding core economics, competitive advantages, unit economics, reinvestment opportunities, and management quality [1] Group 1: Investment Philosophy - The company emphasizes a fundamental, valuation-driven investment strategy that prioritizes long-term free cash flow generation and shareholder value creation [1] - There is a strong focus on sectors that exhibit robust secular tailwinds, indicating a preference for industries poised for sustained growth [1] Group 2: Professional Background - The analyst has 10 years of self-educated investment experience and currently manages personal funds sourced from friends and family [1] - The motivation for sharing insights on Seeking Alpha is to provide valuable investment analysis and receive feedback from the investment community [1]

Key Points Investors need to learn to hold stocks through volatility, but holding is hard to do. How you feel about a stock can tremendously influence your willingness to keep holding or not. 10 stocks we like better than Wingstop › Before I explain what investors can do better in 2026, I need to point out where things go wrong in the first place. If you want to make money in the stock market, you have to be willing to do two important things. First, you need to take a long-term view -- a three-t ...

Key Points These two tech leaders had a challenging year but have demonstrated their resilience. They also boast strong prospects and economic moats, making them excellent long-term investments. 10 stocks we like better than Amazon › In 2025, tariff threats and trade wars rocked equities and nearly triggered a full-blown bear market. Despite all that, stocks have performed pretty well this year. What's in store for 2026? Nobody knows. However, some companies can navigate the challenges ahead -- w ...

Core Insights - The investment strategy focuses on long-term investments while also utilizing short-term shorts to identify alpha opportunities [1] Group 1: Investment Approach - The investment approach is based on bottom-up analysis, examining the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Core Viewpoint - The investment strategy focuses on long-term investments while also utilizing short-term shorts to identify alpha opportunities through bottom-up analysis of individual companies' fundamentals [1] Group 1: Investment Strategy - The approach emphasizes medium to long-term investment duration [1] - The goal is to identify companies with strong fundamentals, sustainable competitive advantages, and growth potential [1]

Core Insights - Engine Capital Management has significantly increased its investment in Avantor, acquiring 14.2 million shares valued at approximately $172 million, raising its total stake to $246.1 million as of September 30 [2][3][10] Company Overview - Avantor, Inc. is a global supplier of essential products and services for biopharma, healthcare, education, and advanced technology sectors, leveraging a broad portfolio and integrated supply chain to meet complex customer needs [6][9] - The company reported a market capitalization of $7.5 billion and a revenue of $6.6 billion for the trailing twelve months (TTM) [4] Financial Performance - In the latest quarter, Avantor's net sales decreased by 5% to $1.6 billion, and a non-cash goodwill impairment of $785 million resulted in a GAAP net loss of $712 million [11] - Despite the losses, the company generated an adjusted EBITDA of $268 million and free cash flow of $172 million, indicating ongoing cash generation capabilities [11] Investment Thesis - Avantor now constitutes 29.2% of Engine Capital Management's assets under management (AUM), suggesting a strong conviction in the company's long-term value despite recent operational challenges [3][12] - The current market conditions present a classic recovery opportunity for long-term investors, characterized by durable end-market exposure and a reset in valuation driven by market sentiment rather than solvency concerns [10][12]

Core Viewpoint - DiDi Global Inc. is positioned as a strong investment opportunity due to its dominant market presence in China and potential for margin growth [1] Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to generate alpha [1] - Emphasis is placed on bottom-up analysis to assess the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

corrections are a transfer from the short-term minded to the long-term mindedfrom the trader to the investorunstoppable private money is not a tradetrillions ...

Nothing against the Infinex team but I think it's gaslighting to insinuate that anyone who doesn't want to lock up their tokens for a year at a $300M USD FDV entry has a short-term mindset.If you're really all about your long-term believers, why do you let then come in $300M FDV and not at better terms?kain.mega (@kaiynne):I get the criticism for locked ICOs. But I think it also highlights one of the issues of this cycle. Almost no one has the conviction to hold a token for more than a few weeks. The odds o ...