Compondo a Tese - 23/01/2026

Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal.Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro.Azul (AZUL54) tem alta de 4% no número de passageiros em 2025 ante 2024, para 31,7 milhõeshttps://www.moneytimes.com.br/azul-azul54-tem-alta-de-4-no-numero-de-passageiros-em-2025-ante-2024-para-317-milhoes/Cade nega recurso da Petlove contra aprovação da fusão entre Petz e Cobasihttps://valor.globo.com/empresas/noticia/2026/01/22/cade-nega-recurso-da-petlove-contra-aprovacao-da-fusao-entre-petz-e-cobasi.ghtmlGrupo Multi (MLAS3) anuncia parceria de distribuição exclusiva de produtos da marca Sennheiserhttps://financenews.com.br/2026/01/grupo-multi-mlas3-anuncia-parceria-de-distribuicao-exclusiva-de-produtos-da-marca-sennheiser/MRV (MRVE3) conclui venda de terrenos nos EUA por R$ 97 milhõeshttps://www.infomoney.com.br/mercados/mrv-mrve3-conclui-venda-de-terrenos-nos-eua-por-r-97-milhoes/UOL Prime #105: O trânsito irregular de servidores entre funcionalismo público e setor privadohttps://podcasts.apple.com/br/podcast/uol-prime-105-o-tr%C3%A2nsito-irregular-de-servidores/id1574996957?i=1000745254479&l=en-GBMass-Producing Stem Cells to Cure Diseasehttps://podcasts.apple.com/br/podcast/mass-producing-stem-cells-to-cure-disease/id1602541473?i=1000744193535&l=en-GB'Aren't We Supposed to Be the Good Guys Here?'https://podcasts.apple.com/br/podcast/arent-we-supposed-to-be-the-good-guys-here/id1258635512?i=1000744277851&l=en-GBTrump diz que derrota no Nobel justifica invasão à Groenlândiahttps://podcasts.apple.com/br/podcast/trump-diz-que-derrota-no-nobel-justifica-invas%C3%A3o-%C3%A0/id203963267?i=1000745803766&l=en-GBTrump 2.0: A Year of Unconstrained Powerhttps://podcasts.apple.com/br/podcast/trump-2-0-a-year-of-unconstrained-power/id1200361736?i=1000745879090&l=en-GBWhen Border Patrol Comes to Townhttps://podcasts.apple.com/br/podcast/when-border-patrol-comes-to-town/id1258635512?i=1000737578181&l=en-GBHow much money President Trump and his family have madehttps://podcasts.apple.com/br/podcast/how-much-money-president-trump-and-his-family-have-made/id290783428?i=1000745092630&l=en-GBMigrant families allege children held by ICE face unsafe and unsanitary conditionshttps://podcasts.apple.com/br/podcast/migrant-families-allege-children-held-by-ice-face-unsafe/id78304589?i=1000745971671&l=en-GBLost on the road to enlightenmenthttps://podcasts.apple.com/br/podcast/lost-on-the-road-to-enlightenment/id1554578197?i=1000737384086&l=en-GBRise of the Robotshttps://podcasts.apple.com/br/podcast/rise-of-the-robots/id1734890307?i=1000740409575&l=en-GBSaúde em risco: a fragilidade da formação médica no Brasilhttps://podcasts.apple.com/br/podcast/sa%C3%BAde-em-risco-a-fragilidade-da-forma%C3%A7%C3%A3o-m%C3%A9dica-no-brasil/id1477406521?i=1000746149256&l=en-GBThe Global Showdown Over Greenlandhttps://podcasts.apple.com/br/podcast/the-global-showdown-over-greenland/id1200361736?i=1000746193141&l=en-GB‘Realmente Toffoli tem muito a explicar’https://podcasts.apple.com/br/podcast/realmente-toffoli-tem-muito-a-explicar/id203963267?i=1000746221760&l=en-GBTrump’s Investigator Breaks His Silencehttps://podcasts.apple.com/br/podcast/trumps-investigator-breaks-his-silence/id1200361736?i=1000746326777&l=en-GBFachin sai em defesa de Toffoli com nota 'corporativista'https://podcasts.apple.com/br/podcast/fachin-sai-em-defesa-de-toffoli-com-nota-corporativista/id203963267?i=1000746355046&l=en-GBD.A. Wallach Explains Why Biotech VC Is So Differenthttps://podcasts.apple.com/br/podcast/d-a-wallach-explains-why-biotech-vc-is-so-different/id1056200096?i=1000740976108&l=en-GB