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#33 - Na mesa com Andre Armaganijan, CEO da Marcopolo

EPISODE · Nov 1, 2024 · 1H 6M

#33 - Na mesa com Andre Armaganijan, CEO da Marcopolo

from Expert Talks CEOs · host XP

Uma liderança simples, aberta e pragmática. É assim que André Armaganijan descreve seu trabalho como CEO da Marcopolo (POMO4), nossa top-pick do setor de bens de capital. Convidado do Expert Talks – Na Mesa com CEOs desta quinta-feira (31), o executivo conversou com Fernando Ferreira, estrategista-chefe e head do Research XP, e Lucas Laghi, responsável pela cobertura do setor.Acesse os livros citados pelos CEOs: https://conteudos.xpi.com.br/conteudos-gerais/biblioteca-dos-ceos-confira-os-livros-recomendados-pelos-lideres/------------------------------------------------Investir com a XP Investimentos é fácil, basta criar o seu cadastro e em minutos você já pode começar a investir: https://t2m.io/youtube-aqsAcompanhe todos os conteúdos da XP em https://t2m.io/8cxPp6xInscreva-se para receber nossa newsletter Expert Drops - https://bit.ly/3uODi6lSiga nosso canal no WhatsApp: https://bit.ly/48njYL6Veja os relatórios também pelo Facebook: http://facebook.com.br/expertxp2Participe do canal do Telegram: https://t.me/xp_investimentosConfira nosso Instagram: https://www.instagram.com/expertxp/Glossário financeiro: https://conteudos.xpi.com.br/conteudos-gerais/glossario-financeiro/------------------------------------------------0:00 Abertura2:19 História de Andre Armaganijan7:04 Chegando ao cargo de CEO9:14 O que é a Marcopolo13:00 Como a empresa atuou na pandemia21:13 Industria de ônibus25:05 Tese de investimento de Marcopolo39:15 Quem são os clientes da companhia?42:29 Impactos da alta de juros44:39 Internacionalização da empresa48:08 Iniciativas de crescimento52:11 Política de dividendos54:01 Diferenciais da Marcopolo56:51 Conselhos e recomendações de Andre Armaganijan1:04:24 Encerramento

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#33 - Na mesa com Andre Armaganijan, CEO da Marcopolo

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