#41 | O renascimento da Cielo, shorts em Suzano e Assaí e mais 5 teses imperdíveis

from Market Makers · host Market Makers

RECEBA AGORA SEU BÔNUS DE ATÉ R$ 4.798: https://sl.empiricus.com.br/s/mmk02v-marketmakers/?xpromo=XE-ME-EMP-MMK-SUBMMK-20230420-YT-X-X Episódio para os que estavam com saudades de um papo focado exclusivamente em ações! Recebemos dois gestores que têm sido grandes ganhadores de dinheiro na bolsa: Guilherme Motta entregou 65% de rentabilidade nos 12 primeiros meses de vida do Studio Long Bias. Já Gustavo Kataguiri toca o Vinci Total Return, que está com retorno de 52% desde o início (dez/19), superando em mais de 10 pontos a meta de performance do fundo (IPCA + yield).Na pauta: AÇÕES! Eles falaram quais as empresas preferidas de suas carteiras, tanto na compra quanto na venda (sim, cada um deles abriu um short para nós). Você vai entender por que a Cielo tem muito a ganhar se a crise de crédito continuar impactando as varejistas e por que a Totvs é uma das empresas que mais pode ganhar com uma reforma tributária. Ações analisadas:- Itaú- BB- BTG- XP- Cielo- Totvs- Suzano (short)- Assaí (short)Visite a loja oficial do Market Makers (MMAKERS15: cupom de 15% de desconto): https://bit.ly/3IDQrDWApresentação: Thiago Salomão (@_salomoney) e Renato Santiago (@renatosantiago)Convidado: Guilherme Motta, gestor do Studio Long Bias, e Gustavo Kataguiri, gestor da Vinci Edição: Cami Kamata BarcelosBecome a supporter of this podcast: https://www.spreaker.com/podcast/market-makers--5613725/support.

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#41 | O renascimento da Cielo, shorts em Suzano e Assaí e mais 5 teses imperdíveis

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