Gestora Especialidade em Investimentos Internacionais Focada em Oportunidades Assimétricas Tweets não são recomendação Telegram: https://xitter.cf/t.co/9Ar1mvqVlP
Brazil - Australia
Joined January 2019
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Canal da L2 Capital no Telegram
Comentários, atualizações, notícias e oportunidades.
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L2 Capital Partners retweeted
💡 The Chemical Sector Is Turning Heads in 2026
The chemical sector has long been underappreciated, but the new year is starting with a strong rally, driven by improving fundamentals and growing investor interest.
L2 Capital Partners retweeted
Happy to have contributed to Grant's @grantspub top pick of the year - his analytical rigor and long-term vision truly stand out. $borr #shipping #offshoredrillers
L2 Capital Partners retweeted
This post is open to everyone, and I highly recommend it for anyone interested in #offshore drillers: open.substack.com/pub/marcel…
L2 Capital Partners retweeted
Ten days ago, I wrote about Domino’s after closing a buy-write that earned ~6% in six weeks. Short interest was at record highs, a setup I said could turn fast.
Today, AFR reports that Bain Capital is eyeing a A$4 billion takeover: open.substack.com/pub/marcel…
L2 Capital Partners retweeted
Caos de Mercado Revelado: Das Altas do Petróleo às Quedas do Ouro
l2capital.com.br/caos-de-mer…
#ouro #petroleo
Caos de Mercado Revelado: Das Altas do Petróleo às Quedas do Ouro
l2capital.com.br/caos-de-mer…
#ouro #petroleo
L2 Capital Partners retweeted
Inflation slowly eats away at the value of money, making saving a losing game. Bitcoin treasury companies are challenging this system by holding #Bitcoin as a reserve asset. It’s a modern approach to preserving value in an inflation-driven world, and ...
L2 Capital Partners retweeted
I'm honored and humbled to be quoted once again in the prestigious @GrantsPub, this time on offshore drilling
L2 Capital Partners retweeted
É sempre um prazer conversar com meu amigo @fernandoulrich. Muito obrigado pelo convite!
Aproveitamos também para atualizar outras teses de investimento para os assinantes do Follow the Money, um canal que recomendo fortemente a todos que acompanham o mercado.
Conversa de @malopez1975 com @fernandoulrich sobre a tese de investimento em offshore drillers.
youtu.be/blEQJJD9_Cg?si=XcnT…
L2 Capital Partners retweeted
My latest on Substack, where I share what I believe is a compelling opportunity open.substack.com/pub/marcel… #offshore #drillers
L2 Capital Partners retweeted
Foi um prazer receber o ministro @meirelles em nosso evento da L2 Capital/Genial, em São Paulo
L2 Capital Partners retweeted
Obg, Fernando. Falamos sobre isso no seu podcast no ano passado, e ontem mesmo escrevi sobre o assunto. Ainda dá tempo de participar, IMHO... marcelolopez.substack.com/p/… #PGM Para quem quiser ler a nossa carta de março do ano passado, aqui está o link: l2capital.com.br/carta-trime…