Author Archives : Luiz Motta

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First Quarter of 2019

On April 30, 2019, Posted by , in Quarterly Reports, With Comments Off on First Quarter of 2019

This quarter we discuss two relevant corporate governance topics: supervoting shares and proxy voting. We speculate on the value of General Electric, highlight a few points of Berkshire Hathaway´s annual letter and comment on the consolidation in the gold mining segment. In the PIPA Prize Section, we celebrate the Prize’s…

Fourth Quarter of 2018

On January 18, 2019, Posted by , in Quarterly Reports, With Comments Off on Fourth Quarter of 2018

This quarter we discuss Western Union, General Electric and share some considerations on Amazon, one of the companies affected by the general market shakedown. We also give a quick update on Best Buy and mention important developments made by Altria. In the PIPA Prize Section we recall its background creation,…

Third Quarter of 2018

On October 26, 2018, Posted by , in Quarterly Reports, With Comments Off on Third Quarter of 2018

This quarter, we discuss General Electric and Amazon. Plus, we share some considerations on the ongoing streaming war, focusing on media giants Disney and Netflix. Finally, the tobacco sector we have been following for some time gets some attention as we examine Altria and Phillip Morris. In the PIPA Prize…

Second Quarter of 2018

On August 16, 2018, Posted by , in Quarterly Reports, With Comments Off on Second Quarter of 2018

This quarter, we discuss two companies that have historically been cable providers but are now increasingly focused on broadband services, effectively taking advantage of cord-cutting: Charter and Cable One. We also share some thoughts and updates on General Electric. Lastly, we revisit a survey conducted by us last year reflecting…

First Quarter of 2018

On April 10, 2018, Posted by , in Quarterly Reports, With Comments Off on First Quarter of 2018

This quarter, we discuss Berkshire Hathaway, General Electric and Western Union. Also, we draw a parallel of Richard Feynman’s approach to problem solving with our research process. In the PIPA Prize section, we provide update on the work by the PIPA Institute and, following the nomination of the artists announced…

Fourth Quarter of 2017

On January 17, 2018, Posted by , in Quarterly Reports, With Comments Off on Fourth Quarter of 2017

This quarter, we talk about the role experience and framing play in our field. We also share some of our thoughts on Best Buy, Google, Western Union and Disney in this edition. In the PIPA Prize section, we discuss the PIPA Institute, further address the work of the Prize’s 2017…

Third Quarter of 2017

On October 23, 2017, Posted by , in Quarterly Reports, With Comments Off on Third Quarter of 2017

This quarter, we reflect on incentives and its importance in looking for great companies as well as being a great indicator of companies to avoid. In the PIPA Prize section, we discuss even further the works of the four finalists for this edition.

Second Quarter 2017

On July 11, 2017, Posted by , in Quarterly Reports, With Comments Off on Second Quarter 2017

This quarter, we share our experience at the Challenges of Government Conference held at Oxford University.  Plus, we comment briefly about Western Union and Amazon’s offer to acquire Whole Foods. In the PIPA Prize section, we discuss the work of the 2017 finalists: Antonio Obá, Bárbara Wagner, Carla Guagliardi and Éder Oliveira….

First Quarter 2017

On April 18, 2017, Posted by , in Quarterly Reports, With Comments Off on First Quarter 2017

This quarter, we decided to focus on Amazon and share our take on its many divisions. Plus, our impressions during a field trip to California and some perspective around recent events. In the PIPA Prize section, we discuss some improvements to the Prize, the work of Arjan Martins and present texts…

Fourth Quarter 2016

On January 20, 2017, Posted by , in Quarterly Reports, With Comments Off on Fourth Quarter 2016

In this edition, we continue our discussion of AI and provide insight into our approach to investment research and what we call our Exo-Analysis Team. We also reflect on a couple of Technology events we visited. In the PIPA Prize section, the team looks at the results and outcomes of…