Research

Mauricio’s Monthly Letter – April 2019

Research

Mauricio’s Monthly Letter – April 2019

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data while selecting stocks. This month, he assesses BP and United Continental – two companies from different countries, sectors and accounting norms....
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Mauricio’s Monthly Letter – March 2019

Research

Mauricio’s Monthly Letter – March 2019

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data while selecting stocks. This month, he assesses Discovery and IBM – two companies from different sectors. These two cases are meant to illustrate the...
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Mauricio’s Monthly Letter – February 2019

Research

Mauricio’s Monthly Letter – February 2019

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data while selecting stocks. This month, he assesses Sony Corporation and Cleveland Cliffs – two companies from different countries, sectors and accounting...
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Mauricio’s Monthly Letter – January 2019

Research

Mauricio’s Monthly Letter – January 2019

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data while selecting stocks. This month, he assesses Indian Oil and Allergan – two large caps from different countries, sectors and accounting norms. These...
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Mauricio’s Monthly Letter – December 2018

Research

Mauricio’s Monthly Letter – December 2018

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data while selecting stocks. This month, he assesses Deutsche Wohnen and Mastercard – two large caps from different countries, sectors and accounting...
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Mauricio’s Monthly Letter – November 2018

Research

Mauricio’s Monthly Letter – November 2018

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses SAS AB & Jardine Strategic – two large caps from different countries, sectors and accounting norms. These two cases are...
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