Calls
9
#519
Alpha Score 52.7
Jerson Zanlorenzi
Sócio do BTG Pactual e responsável pela Mesa de Produtos & Distribuição
Win Rate
66.7%
return
+1.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$56.42
+0.6%
BTG Pactual é um bom exemplo de ação de banco para o longo prazo: comprar e manter por 20 anos, ignorando volatilidades, gera retornos expressivos assim como fez com grandes pagadores de dividendos históricos.
Banks
Long
Aug 01
$43.43
-2.1%
With the Brazilian market fully dependent on foreign investors, only the most liquid large caps like Vale and Petrobras are actually moving; they are the only names with sufficient liquidity for the foreigner to perform. Therefore, to capture the return of foreign flows, investors should focus on these blue chips.
Oil & Gas
Long
Aug 01
$76.34
-0.0%
With the Brazilian market fully dependent on foreign investors, only the most liquid large caps like Vale and Petrobras are actually moving; they are the only names with sufficient liquidity for the foreigner to perform. Therefore, to capture the return of foreign flows, investors should focus on these blue chips.
Metals & Mining
Long
Jul 31
$523.46
+3.4%
A second wave of AI benefits will come from traditional companies using AI to cut costs and boost profits. This rotation from S&P 500 to Dow Jones is already visible and the market has not yet fully priced in how much more profitable these incumbents can become through AI adoption.
Equity Indexes
Long
Jul 31
$745.36
+3.7%
Given the difficulty of picking a single AI winner, a diversified approach via an S&P 500 ETF is the best way for the average investor to participate in the AI transformation without bearing the risk of choosing wrong individual stocks.
Equity Indexes
Long
Jul 30
$174.02
+0.5%
A bolsa brasileira está extremamente barata, negociando a 4-5x lucros, oferecendo uma assimetria favorável: potencial de dobrar em poucos anos contra um risco limitado de queda adicional, especialmente se houver clareza eleitoral ou ajuste fiscal.
Thematic ETFs
Long
Jul 30
$424.67
+5.4%
Para capturar a tendência de inteligência artificial sem o risco de escolher vencedores, o investidor deve optar por um ETF amplo e diversificado como o S&P 500, que permite participar do tema de forma segura.
Equity Indexes
Long
Jul 30
$56.98
+1.8%
A próxima pernada da IA virá de empresas dos setores financeiro e de saúde que adotarem IA para cortar custos e aumentar receita, gerando rerating. Ele recomenda stock picking nesses setores, que ainda não precificaram esse ganho.
Thematic ETFs
Long
Jul 30
$163.54
-0.8%
A próxima pernada da IA virá de empresas dos setores financeiro e de saúde que adotarem IA para cortar custos e aumentar receita, gerando rerating. Ele recomenda stock picking nesses setores, que ainda não precificaram esse ganho.
Thematic ETFs
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Jerson Zanlorenzi has 9 trade ideas tracked on Buzzberg across 9 tickers since July 2026. Ranked #519 on the Buzzberg Alpha leaderboard. Most covered: DXY, BPAC11.SA, XLV.
