INSIGHT

Mauricio’s Monthly Letter – November 2017

Research

Mauricio’s Monthly Letter – November 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Amazon and Macy’s– two large US consumer retail companies. These two cases are meant to illustrate the importance...
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Mauricio’s Monthly Letter – October 2017

Research

Mauricio’s Monthly Letter – October 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Christian Dior and Salvatore Ferragamo – two luxury goods companies. These two cases are meant to illustrate the importance...
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Mauricio’s Monthly Letter – September 2017

Research

Mauricio’s Monthly Letter – September 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Liberty SiriusXM and Grupo Televisa – two global media companies. These two cases are meant to illustrate the importance...
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Economic Outlook and Investment Strategy

Research

Economic Outlook and Investment Strategy

In his latest paper, Bruno Desgardins – VIA AM’s board member and Banque Eric Sturdza CIO – uses the context of the near summer end to detail the global economic outlook and gives leads to its investment strategy. Please find the note here: Economic Outlook and...
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Mauricio’s Monthly Letter – June 2017

Research

Mauricio’s Monthly Letter – June 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Repsol and Antofagasta – two global natural resources companies. These two cases are meant to illustrate the importance of...
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Mauricio’s Monthly Letter – May 2017

Research

Mauricio’s Monthly Letter – May 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Renault and Accor – two large players within the consumer discretionary space. These two cases are meant to illustrate the...
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