Petrobras, every mention
5 scenes · ← back to Petrobras
tap a year for its mentions
every year anyone Rajiv Jain 5Porter Collins 2Florian Bartunek 1Daniel Graña 1
Verbatim, from the transcripts: the passages where Petrobras comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 25:58 Rajiv Jain If you have a big footprint in Brazil like Petrobras, those are not replaceable assets. 2 times in the scene
- ▶ 53:30 Rajiv Jain Petrobras, which we owned in a big way in the last five years, when we bought it, it was a 35% dividend deal. 3 times in the scene
Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
- ▶ 40:58 Porter Collins 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. 2 times in the scene
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 38:22 Florian Bartunek You have the commodity producers, CVRD, Value Reducts, which is one of the largest mining companies in the world, Petrobras, the local oil monopoly trading at
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 16:52 Daniel Graña Think Gazprom, Rosneft, PetroChina, ICBC, Petrobras.