Brazil, every mention
11 scenes (2024) · ← back to Brazil
tap a year for its mentions
every year 2024 anyone Greg Dowling 48Florian Bartunek 17Ted Seides 12Louis-Vincent Gave 12Jordi Visser 12Rob Citrone 11Daniel Graña 10Nick Rohatyn 7Fabrice Grinda 7Rajiv Jain 6
Verbatim, from the transcripts: the passages where Brazil comes up
Scott Bessent - Macro Maven (EP.415)
- ▶ 24:42 Scott Bessent Down in Brazil, and when Armenia would tell you, this is what's happening in Brazil, and if you were investing, say, in a food company that had a big business down in Brazil, or if you had a position in iron ore, then to be able to have… 2 times in the scene
- ▶ 41:40 Scott Bessent So a lot of times we would have a major endowment come to us and say, we're going in on this private equity deal in Brazil.
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 8:23 Alex Behring So Ted, we started 20 years ago originally as a family office of my co-founders, so just house capital, and what we intended to do originally was to replicate this approach of being long-term operating owners of good businesses, a model… 4 times in the scene
- ▶ 21:52 Daniel Schwartz You grew up in Brazil, and you told me, no, I don't understand, I'm very, very familiar with Burger King, which I was surprised at the time.
- ▶ 36:07 Daniel Schwartz And in the first couple of years, we created partnerships in Brazil, in China, in France.
- ▶ 38:45 Alex Behring So a lot of actions that do create a lot of value, but on a longer horizon, same thing that I said about France, I could have said about China or Brazil.
- ▶ 1:12:28 Alex Behring We were lucky to recruit this gentleman that was an MBA at Stanford, went down to Brazil.
Training Grounds – Carnegie Corporation of New York (EP.377)
- ▶ 39:39 Ellen Schumann Why are you going into Brazil in 2005 when everybody hates Brazil, but it's super cheap? 2 times in the scene
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 21:54 Sanjay Ayer The reasonably small team in Laguna Beach, how do you tease out the corporate culture of a company in Brazil?
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 31:05 Brian Christensen So if you looked at a Nike or a Starbucks, which were businesses that we owned in that 2006 portfolio, for example, two of the biggest incremental areas for growth included Asia with China and then Latin with Brazil.
- ▶ 53:22 Brian Christensen Those new adjacencies, and often what they do is something like Nubank, for example, which is a business and a management team that we admire, building one of the most attractive digital banks, not just in Brazil, where it's a leader, but… 2 times in the scene