#60 Sai Tinder, entra "Itaú indiano" e urânio fica: os gestores globais reabrem a carteira

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Marcelo Lopez (L2 Capital) e Fernando Araújo (FCL Capital) voltam ao programa para atualizar como estão suas peculiares carteiras globais de investimentos nestes tempos de pandemia. Marcelo mantém firme com a tese de urânio e zerou a posição vendida em Tesla. Já Fernando está focado hoje em empresas de consumo de luxo na Europa e diz que as techs americanas já não valem mais a pena - um dos motivos para ele ter vendido a posição em Match Group (dona do app Tinder). Papo muito fora da caixa para você aprender as várias oportunidades de investimentos que existem no mundo. Apresentação: Thiago Salomão e Renato Santiago. Edição: Nando Lima

Episode metadata supplied by the publisher feed · Published Jul 24, 2020

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#60 Sai Tinder, entra "Itaú indiano" e urânio fica: os gestores globais reabrem a carteira

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