Otavio (Tavi) Costa
@TaviCosta
Founder & CEO of Azuria Capital LLC. Macro thinker, history student, value-oriented investor. Native of Sao Paulo, Brazil 🇧🇷 E-mail: tavi@azuriacapital.com
Joined June 2014
2.3K Following 326.1K Followers
A consequential night for Brazil.
Brazil’s next chapter could be extraordinary, in my view.
An important reminder:
Brazilian stocks rose nearly 19-fold during the last major bull cycle.
And much of that happened under Lula.
Now imagine another commodity boom with a much more supportive political backdrop.
Game on.
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