Brazil, every mention

24 scenes · ← back to Brazil

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every year anyone David Rosenthal 11Ben Gilbert 7Joao Menin 3Gabriel Braga 3

Verbatim, from the transcripts: the passages where Brazil comes up

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Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired Mar 5, 2026 · 1 mention

  • ▶ 1:19:41 David Rosenthal I believe still to this day, Ayrton Senna's funeral in Brazil is the largest attended public funeral in history.

The NFL: How small-town teams became America's most valuable sports empire (Audio) · Acquired Jan 27, 2026 · 1 mention

  • ▶ 3:20:19 David Rosenthal And this past season, I think it was kickoff weekend, right, was the Sao Paulo game in Brazil, streamed by YouTube for free in front of the paywall globally.

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 2 mentions

Mars Inc. - The Chocolate Story (Audio) · Acquired Dec 16, 2024 · 1 mention

  • ▶ 1:51:54 David Rosenthal One, when the Brazilian Supreme Court banned X in Brazil, Blue Sky obviously saw an influx of Brazilian users.

Hermès (Audio) · Acquired Feb 20, 2024 · 1 mention

Visa (Audio) · Acquired Nov 27, 2023 · 1 mention

Enron · Acquired Nov 29, 2022 · 2 mentions

  • ▶ 1:12:26 David Rosenthal So they go to, famously, India, Brazil, Argentina, and they finance these, like, multi-billion dollar energy projects.
  • ▶ 1:14:34 David Rosenthal Enron is financing the energy development of India, Brazil, of Argentina, like, you know, blah, blah, blah, and the politicians love this.

Walmart · Acquired Jul 19, 2022 · 3 mentions

Peloton - the entire history and strategy behind America's trendiest workout · Acquired Feb 10, 2022 · 2 mentions

  • ▶ 2:11:55 Ben Gilbert So much to build for so many people and so many businesses in Latin America, uh, and we wanted to, uh, tell you about another one today, another example called Olist, a leading Brazil-based sales platform.
  • ▶ 2:12:14 Ben Gilbert Founded in 2015, they are a one-stop shop for helping merchants get online and capture opportunity in Brazil's fast-growing e-commerce market.

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 6 mentions

  • ▶ 2:38 Ben Gilbert Which is now a publicly traded digital bank based in Brazil.
  • ▶ 2:46 David Rosenthal You have taken a publicly traded traditional bank and wholesale transformed it first into a digital bank and now into one of Brazil and Latin America's leading super apps.
  • ▶ 3:39 Joao Menin In one big city in Brazil, Belo Horizonte, where we're still headquartered today.
  • ▶ 3:56 Joao Menin In Brazil, we have five big banks that control maybe 85% of the market.
  • ▶ 4:52 Joao Menin And then I would say that we transformed ourselves into a super app here in Brazil.
  • ▶ 4:58 David Rosenthal Do you look to folks in China like Meituan or like Grab in Southeast Asia as inspiration, or was this a vision that came homegrown in Brazil?

Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired Oct 5, 2021 · 4 mentions

  • ▶ 2:37 Ben Gilbert So today we are joined by Gabriel Braga, the co-founder and CEO of Quinto Andar, the five billion dollar real estate tech company founded in 2012 in Brazil.
  • ▶ 3:14 Gabriel Braga And we chose that segment because it was the, the most neglected part of the market was particularly painful in Brazil.
  • ▶ 3:31 Gabriel Braga Tenants were required in Brazil to provide a very cumbersome and expensive rent guarantee, while the landlords were afraid of not receiving the rent on time and having headaches with delinquent tenants and, and evictions.
  • ▶ 4:01 Gabriel Braga We are the largest platform in Brazil, one of the largest in the world.
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