The Variant Perception Blog

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Independent Investment Research & Investor: value, dividend and growth stocks. Two unique & interesting reports, trading ideas, lots of charts, general and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Thoughts on investing, tips on reading financial statements, book reviews and more from a former partner of a Tiger Cub. Here to help you improve your portfolio's performance.

Energy, finance, and the economy at-large | subscription details posted on our About page

Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

Discover value stocks in the Asia-Pacific | Go to the "About" page for more information.

Weekly Quotes from Earnings Calls

The almost daily email about markets from Kevin Muir.

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