PBR

Petrobras: My Top Bet For Positive Returns In A Market-Wide Correction (Archive)

Petrobras: low-cost oil powerhouse poised to outperform in a market-wide correction.

Petrobras: Expanding Production At Attractive Breakeven Economics (Archive)

Petrobras is ramping low-cost upstream production, positioning for volume-driven upside despite flat oil prices.

Petrobras: I Was Wrong, And I'm Changing My Mind (Archive)

Revising Petrobras from strong sell to hold as oil dynamics overturn my thesis.

Petrobras: Dividend Investors Beware (Archive)

Beware Petrobras: dividends can’t offset likely capital losses and value destruction.

Petrobras: Value Destruction Ahead (Archive)

Petrobras’ new regime threatens minority shareholders with politicized strategy and value destruction.