THE MENTALITY OF THE BIGGEST STOCK MARKET WINNER in the last 5 years Market Makers #54
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Octavio Magalhães, the biggest winner on the stock market in the last 5 years, turned his investment club into a stock fund just because he “didn’t want to pay any more DARF to the IRS”. With the right mindset, almost 20 years later and Guepardo FIA has already yielded more than 4,000%. In the last 5 years, the fund also appears as the best FIA in Brazil, according to a survey conducted by analyst Samuel Ponsoni. Despite this success, the fund went through a painful investment lesson between 2016 and 2018 with BRF. The heavy loss did not tarnish the fund’s results in the long term and brought a great learning experience, which helps explain the manager’s success in the last 60 months. We talk about all this and more in this podcast. Some phrases said by Octavio will certainly become a mantra for many stock investors. 0:00 Market Makers FIA 1:05 Presentation 5:00 Who is Octavio Magalhães at Faria Lima? 7:40 How did Octavio start out in the stock market? 10:09 What was the worst investment he ever made? 14:16 What he learned from trading in the cattle market? 16:26 How was Guepardo created? 20:03 How did Octavio attract investors when the fund was first starting out? 25:04 Where did Octavio differentiate himself from the market? 28:37 What is Guepardo's investment philosophy? 40:25 What did Guepardo buy and sell during the pandemic? 41:46 Is the stock market cheap? 44:29 How do you find a good company? 51:23 The art of investing is for the few? 56:31 Vulcabras' growth thesis 1:01:38 How are shares allocated in Guepardo's portfolio? 1:09:00 How does leverage impact the size of a position? 1:12:50 A little more about Vulcabras 1:14:48 How does Guepardo have such large positions in a stock? 1:19:15 BRF's thesis that went wrong 1:27:30 Klabin's thesis 1:35:50 Ping Pong: books for the Market Makers Library, music for the MMakers playlist and who you would like to see on MMakers Join over 7,000 investors and receive the CompoundLetter for free in your email every day! 👇 https://lp.mmakers.com.br/compoundlet... Invest in the Market Makers Fund and earn up to R$5,000.00 in exclusive bonuses 👇 https://sl.empiricus.com.br/s/mmk02v-... - - - - - - - - Episode: The mindset of the biggest winner on the stock market in the last 5 years Market Makers #54 Presented by: Thiago Salomão (@_salomoney) and Renato Santiago (@renatosantiago) Guests: Octavio Magalhães, investment director at Guepardo Edited by: Bianca Barsotti Advertise on Market Makers: https://sl.mmakers.com.br/mmk03t-cone... #MARKETMAKERS #THIAGOSALOMAO #BOLSADEVALORES #IBOVESPA #OCTAVIOMAGALHAES #GUEPARDO
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