Calls
1
Frederico Vontobel
Value Investing Mentor
Win Rate
100.0%
return
+15.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 12
$41.65
+15.2%
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
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Frederico Vontobel has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: SUZB3.SA.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
