#03 | Ele é obcecado por small caps e já ganhou 846% com isso

from Market Makers · host Market Makers

Ele nasceu em Salvador e veio para São Paulo com apenas 18 anos para estudar administração. Trabalhou por dois anos num fundo de small caps e por 10 anos ao lado de um dos gestores mais vencedores do Brasil. Agora à frente da Organon, Raphael Maia tem uma das carteiras mais rentáveis da indústria de fundos e ganhou muito dinheiro investindo em empresas bem distantes do universo da Faria Lima.Durante o episódio, ele explicou o que faz dele um obcecado por small caps e porque ele prefere gastar tempo olhando ABC Brasil ao invés de Itaú e qual o tamanho máximo que um fundo de small caps pode ter.Principais teses abordadas: Mangels, Ferbasa, Marcopolo, Tupy, Tegma e Valid.Become a supporter of this podcast: https://www.spreaker.com/podcast/market-makers--5613725/support.

Episode metadata supplied by the publisher feed · Published Jul 14, 2022

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#03 | Ele é obcecado por small caps e já ganhou 846% com isso

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