Tech Investments

TMT Breakout aims to pass along the most important and relevant technology, media, and telecom stock moving research, trade ideas, and news items along with our own insight and commentary every day. Yes, a TMT Specialist!

I connect the dots in macroeconomics, technology & culture to form the "big picture" so you can build perspectives on current matters with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow

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

My personal Substack

Investment Analysis & Technology Insights

All-Things Quality Investing

Spotting market asymmetries through the lenses of a former Equity Analyst.

In-depth analysis of stocks that fit our portfolio and have potential for sustainable returns.

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, paper summaries and A.I. startups.

Deep dives into time-tested businesses with high reinvestment potential

Sharing my learnings of equity investors, investment firms and business trends

Stock analysis by a stock analyst! We trade (25+ years) & share our market knowledge and ideas daily and weekly. Please do your own due diligence and see our disclosures.

Understanding the world of investing, one number at a time

Featured on Nikkei, ACCA | US Stocks for LT Investors: IB-Tier Equity Research for Institutional Value Investors | Ex-PM with 10 Yrs of Professional Exp. Generalist, Fluent in Macro, Portfolio Mgmt, IFRS Accounting Standards | Warren Buffett's Biggest Fan

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

A newsletter about Technology, Business and Strategy