Includes detailed analysis of IP Capital Partners' positions in GOOG, GOOGL, BUD, ABEV.
Our primary concern is to be prepared. We want to anticipate which companies can create value on their own merits, with consistency, and who can take advantage of future adverse scenarios.
The recent shake-up in the American market was most welcome. The drop in share prices, combined with consistent growth of individual businesses created excellent opportunities to use part of the cash we had been storing in previous quarters.