Otavio (Tavi) Costa(@TaviCosta):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.

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

参加 June 2014

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Otavio (Tavi) Costa@TaviCosta

2026.10.05 04:29

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.