Letters by company

Equatorial Energia SA ADR

1 letter discussing EQUEY. Everything written about it on this site is on its ticker page.

Oceana Investimentos Investor Letter 2025 Oceana Investimentos argues that entry price, margin of safety and a long investment horizon matter more than election narratives in Brazilian equities. It cites Localiza and Equatorial as examples of opportunities created by conservative valuations, and maintains that portfolio IRR and equity risk premiums are more useful guides to prospective returns than political forecasting. 2025 EQUEY $7.6B