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Petrobras

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 3, 2023 by Porter Collins · said 9 times in 4 episodes since 2021 · across every show →

Mentions by year

brought up most by Rajiv Jain (5), Porter Collins (2), Florian Bartunek (1), Daniel Graña (1)

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2026 5 mentions in 1 episode
2023 2 mentions in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode

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Everything said about Petrobras, oldest first

Jul 3, 2023 bullish
Disclosure
Collins: Seawolf bought Petrobras at 2x earnings for a 30% dividend yield
“We've been big holders of Petrobras recently, and that's one of our better stocks is that it was selling it again, one to two times earnings and giving yourself a 20 to 35% dividend yield.”
Porter Collins Jul 3, 2023 ▶ 40:58 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Jun 8, 2026 positive
Disclosure
Jain: GQG bought Petrobras at a 35% dividend yield
“Petrobras, which we owned in a big way in the last five years, when we bought it was a 35% dividend deal. Today it's a 12% dividend deal, a 75 dollar oil. It's six times earnings.”
Rajiv Jain Jun 8, 2026 ▶ 53:30 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
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