LATAM Stocks Podcast Patrick Flood

In this episode I speak with Pedro Alvarenga the CFO and Investor Relations Officer at CSU Digital. 

CSU Digital is a publicly traded Brazilian technology company that provides technology infrastructure to the financial services industry. They are also developing AI products that they have recently begun rolling out to their clients.

CSU Digital stock trades on the Brazilian stock market under the ticker symbol CSUD3.

We discuss Brazil's payments industry, the huge impact of PIX, and how regulatory changes allowed for innovation in the Brazilian financial services industry to flourish.

We also talk in depth about CSU's core business, its white label technology infrastructure, as well as their new AI products and how AI could impact their business and industry in the future.

If you want to learn more about CSU Digital and follow Pedro you can find more information on the CSU Digital investor relations page or Pedro's LinkedIn:

CSU Digital investor relations page: https://ri.csu.com.br/en/

LinkedIn: https://www.linkedin.com/in/pedro-alvarenga-dalmeida/

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If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

In this episode I speak with Jose Pacheco. Jose is the CFO and Investors Relations Officer at Odontoprev. 

Odontoprev is the largest dental insurance company in Brazil with over 8.6 million clients. The company is publicly traded in Brazil under the ticker symbol ODPV3.

We discuss Brazil's dental care market in depth. For example why Brazil has so many dentists but dental insurance is remains an under-penetrated market. We also dig into Odontoprev's business including their proprietary IT platform, strong financial position, and shareholder friendly, high payout philosophy.

This is a fascinating conversation about a unique company operating in a very unique market!

If you want to connect with Jose and learn more about Odontoprev you can follow him on LinkedIn or reach out directly on the company's investor relations page.

LinkedIn: https://www.linkedin.com/in/jose-roberto-pacheco-573a90a/

Odontoprev Investor Relations: https://ri.odontoprev.com.br/en/

____________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

LATAM Stocks write up about Odontoprev:

https://latamstocks.substack.com/p/odontoprev-latam-stocks-investment

In this episode I speak with Sebastian Miralles. Sebastian is the founder and managing partner of Tempest Capital, one of the leading private equity firms in Mexico.

We discuss Sebastian's "Mexican Decade" thesis and how it relates to the "Near Shoring" trend. We also discuss corporate governance and conducting due diligence in Mexico, as well as the upcoming elections in Mexico.

This  is a fascinating conversation that is full of useful information for investors interested in Mexico!

If you want to connect with Sebastian and follow his work, here are the links to his LinkedIn and X profile, as well as a link to a recent research piece:

LinkedIn: https://www.linkedin.com/in/sebastianmiralles/

Twitter/X: https://twitter.com/smirallesacuna

Tempest Capital: https://www.tempestcapital.com/

Research piece: "The Mexican Decade, the first derivative is here." October 2023: https://www.linkedin.com/posts/tempestcapital_the-mexican-decade-the-1st-derivative-is-activity-7120165987366141952-6iBG?utm_source=share&utm_medium=member_desktop


____________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

In this episode I speak with Esteban Arroyo. Esteban is the treasurer and formerly the head of capital markets at Banco Pichincha. Banco Pichincha is the largest bank in Ecuador.

We start out by discussing Esteban's career working with capital markets in Ecuador. Then we talk about the current state of Ecuador's economy, as well as banking and regulation in a dollarized economy.

Esteban is extremely knowledgable about Ecuadorian markets and this is one of the best discussions about capital markets in Ecuador you will find.

If you want to connect with Esteban, follow his work, and learn more about Banco Pichincha, the best place to find him is on LinkedIn:

https://www.linkedin.com/in/estebanarroyo/

____________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

In this Episode I speak with My Latin Life. My Latin Life is one of the leading lifestyle and culture accounts focused on Latin America. They also help their clients navigate Visas and Residences processes throughout Latin America.

We discuss some of the benefits of setting up a base in Latin America, LATAM countries that have become popular with expats, as well as some of the different types of visas and residency programs.

This is a very informative conversation for anyone considering making Latin America home.

If you want to follow My Latin Life and learn more about their services, you can connect with them here:

X: https://twitter.com/MyLatinLife

Website: https://mylatinlife.com/

YouTube: https://www.youtube.com/@MyLatinLife

 _____________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/

In this episode I speak with Lucas Abreu. Lucas is a Venture Capitalist based in Brazil. He regularly writes about Venture Markets in LATAM on his SubStack and publishes the widely read "The Next Big Thing in LATAM" report annually.

We discuss the Brazilian VC market in general. Later on we get into the 2024 "The Next Big Thing in LATAM" report, discussing some of the most interesting perspectives from the report.

This is a really interesting conversation for anyone interested in Venture Capital, Startups, and business in Latin America.

Here is where you can find Lucas and his work:

LinkedIn: https://www.linkedin.com/in/lucas-abreu-43357490/

X App: https://twitter.com/abreunotes

SubStack: https://abreu.substack.com/

The next big thing in LATAM Report: https://abreu.substack.com/p/the-next-big-thing-latam-2024

_____________________________________________________________________

If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!

Twitter/X: https://twitter.com/LatamStocks

Youtube: https://www.youtube.com/@LatamStocks    

LinkedIn:  https://www.linkedin.com/in/patrick-flood-cfa-26869140/
  
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!

https://latamstocks.substack.com/