5 Video do Bastter resumido por inteligência artificial comentada em 20/03/2023 22:11 Assuntos Gerais Overrun3965 55º em 20/03/23 17:04 comentada em 20/03/2023 22:11 O QUE FAZER SE A EMPRESA PIORAR? - Cortes da Bastter.comsummarize.tech: AI-powered video summaries00:00:00 In this section, the speaker talks about how to deal with a company that is not performing well. He says that he only sells his holdings in a company if it goes private, but puts it in quarantine if it loses liquidity or stops providing NIT. He also suggests putting a stock in quarantine if one does not want to sell but also does not want to buy more shares. He advises against making decisions based on speculation, as investors lose more when they sell stocks that are doing well, than when they stay in those that are not. Lastly, he stresses that one should use different criteria to approach different companies, and not compare them as apples to apples.00:05:00 In this section, the speaker discusses the difficulty of predicting whether a company will do well or poorly, using the example of Vale and Cielo. He explains that sometimes it's better to stay invested in both companies, even if one is doing poorly, because the gains from the other company can offset the losses. He emphasizes the importance of understanding the concept of portfolio diversification and of not getting too attached to individual assets. He also criticizes companies that still use PNs, saying that they show poor governance and lack of respect for minority shareholders.00:10:00 In this section, the speakers discuss how a company's decision to issue preferred shares (PN) can be a red flag for investors. They argue that companies that have issued PNs since the 2000s are showing outdated thinking and are more prone to poor business decisions, as demonstrated by the example of a previously successful electric company that has been struggling since it started issuing PNs. While there may be exceptions, the speakers emphasize that constantly changing business decisions and issuing PNs are generally not good signs for investors.
