Monthly Archives: June 2025

June 2025 Webinar

2025-06-23T03:01:36+00:00

Video Timeline 00:00: Introduction 01:18: Investment approach 02:58: Expectation of global markets and currencies 06:42: Position in public and private assets 13:25: Valuations of global markets 15:00: Europe 19:13: Brazil 22:45: Asia 26:58: Q&A Investments 07:51: York St Brands 15:23: Euronext 17:00: Datagroup 19:40: XP 21:18: AFYA 23:08: Visional 25:04: Alibaba and JD.com [...]

June 2025 Webinar2025-06-23T03:01:36+00:00

York St Brands

2025-11-27T02:39:01+00:00

York St Brands is our largest investment in the Profeta Global Investments Fund, and we are a top 5 shareholder in this wonderful business. It has enjoyed tremendous growth, especially since the merger of TBH Skincare and Boost Lab in 2023. Boost Lab, founded in October 2020, markets affordable skincare serums to women aged [...]

York St Brands2025-11-27T02:39:01+00:00
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