Frederico Vontobel

Value Investing Mentor
· tracked since Jun 2026
Calls
1
Win Rate
100.0%
return
+3.3%
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
SUZB3.SA Long +3.3%
Worst Calls
No live losers yet
Most Mentioned
SUZB3.SA ×1
Recent Calls
SUZB3.SA Long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d —
30d 0%
90d —
Average Return +3.3% Long Return +3.3% Short Return -
Average Return
7d —
30d -0.4%
90d —
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Thesis
Theme
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SUZB3.SA SUZANO S... SUZANO S.A. ON ATZ NM
Long
Jun 12
$41.65
+3.3%
Suzano's irreplaceable assets and cost leadership.
Suzano's massive land with 1.7 million hectares of eucalyptus is irreplicable, giving it cost leadership in cellulose. The family-controlled company has rationally reinvested cash: in the last 4 years, despite the stock not rising, it generated R$31 billion in cash (14% annual return) reinvested to grow the business. The cellulose cycle and sustainable forestry logistics create a durable competitive advantage, and the market is not fully pricing this value.
Construction & Infrastructure
YOUTUBE
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Frederico Vontobel has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: SUZB3.SA.