L2 Capital Partners

Gestora Especialidade em Investimentos Internacionais
Focada em Oportunidades Assimétricas
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[L2 Capital Partners @L2Capital]

Canal da L2 Capital no Telegram

Comentários, atualizações, notícias e oportunidades.

https://t.co/vbcY2ykUad

[Otavio Barros @Tatobarros]

Almoço com meu grande amigo Marcelo Lopez da @L2Capital! @malopez1975

[Marcelo Lopez, CFA @malopez1975]

💡 The Chemical Sector Is Turning Heads in 2026
The chemical sector has long been underappreciated, but the new year is starting with a strong rally, driven by improving fundamentals and growing investor interest.

[Marcelo Lopez, CFA @malopez1975]

Happy to have contributed to Grant's @grantspub top pick of the year - his analytical rigor and long-term vision truly stand out. $borr #shipping #offshoredrillers

[Marcelo Lopez, CFA @malopez1975]

This post is open to everyone, and I highly recommend it for anyone interested in #offshore drillers: https://t.co/JXsCR9k8fG

[Marcelo Lopez, CFA @malopez1975]

2 more... #offshoredrilling

[Marcelo Lopez, CFA @malopez1975]

Ten days ago, I wrote about Domino’s after closing a buy-write that earned ~6% in six weeks. Short interest was at record highs, a setup I said could turn fast.
Today, AFR reports that Bain Capital is eyeing a A$4 billion takeover: https://t.co/0zMOz6HQnk

[Marcelo Lopez, CFA @malopez1975]

Article in English: https://t.co/SFIGY0iL0n #gold #oil

[L2 Capital Partners @L2Capital]

Caos de Mercado Revelado: Das Altas do Petróleo às Quedas do Ouro
https://t.co/3mknK4l4bV

#ouro #petroleo

[L2 Capital Partners @L2Capital]

Gold-oil Ratio está emitindo um sinal

https://t.co/NTsrCl9aNj

#gold #oil #offshoredrilling

[Marcelo Lopez, CFA @malopez1975]

Inflation slowly eats away at the value of money, making saving a losing game. Bitcoin treasury companies are challenging this system by holding #Bitcoin as a reserve asset. It’s a modern approach to preserving value in an inflation-driven world, and ...

[L2 Capital Partners @L2Capital]

Renascimento Offshore

https://t.co/fgRpzSrGt4

#offshoredrillers #oil #gas #offshoredrilling

[Marcelo Lopez, CFA @malopez1975]

Buy $bitcoin

[Marcelo Lopez, CFA @malopez1975]

I'm honored and humbled to be quoted once again in the prestigious @GrantsPub, this time on offshore drilling

[Marcelo Lopez, CFA @malopez1975]

É sempre um prazer conversar com meu amigo @fernandoulrich. Muito obrigado pelo convite!
Aproveitamos também para atualizar outras teses de investimento para os assinantes do Follow the Money, um canal que recomendo fortemente a todos que acompanham o mercado.

[L2 Capital Partners @L2Capital]

Conversa de @malopez1975 com @fernandoulrich sobre a tese de investimento em offshore drillers.

https://t.co/sVlAWW6fxM

[Marcelo Lopez, CFA @malopez1975]

My latest on Substack, where I share what I believe is a compelling opportunity https://t.co/3pvDQauWcq #offshore #drillers

[Marcelo Lopez, CFA @malopez1975]

My latest post on Substack: https://t.co/P49PBhe9H7 #offshore

[Marcelo Lopez, CFA @malopez1975]

My latest post on Substack: https://t.co/exnurR3nSs

[Marcelo Lopez, CFA @malopez1975]

Foi um prazer receber o ministro @meirelles em nosso evento da L2 Capital/Genial, em São Paulo

[Marcelo Lopez, CFA @malopez1975]

Obg, Fernando. Falamos sobre isso no seu podcast no ano passado, e ontem mesmo escrevi sobre o assunto. Ainda dá tempo de participar, IMHO... https://t.co/GhXUzMn7yg #PGM Para quem quiser ler a nossa carta de março do ano passado, aqui está o link: https://t.co/iDpPDiZIGK