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PETR4 and BBAS3: State-owned Enterprises in an Election Year – Who Holds the Power, King or Joker? Aster and Frontier Weigh In

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**Title: Rodrigo Fonseca and Marcello Silva Discuss Stock Market and Investment Strategies – Stock Pickers Podcast Episode 147**

[![Podcast Episode 147](youtube_link.jpg)](youtube_video_link)

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In this episode of the Stock Pickers podcast, Rodrigo Fonseca, Co-founder and CIO of Frontier Capital, and Marcello Silva, Co-founder of Aster Capital, dive into a conversation about the stock market, investment strategies, and the current market outlook. Hosted by Lucas Collazo and Henrique Esteter, this engaging discussion covers a wide range of topics, from the performance of different sectors to the challenges posed by digitalization and the entry of Asian companies into the market.

Timestamps:
– 00:00:00 | Introduction
– 00:00:23 | Program overview
– 00:02:35 | Introduction – Marcello Silva (Co-founder of Aster Capital)
– 00:04:09 | Introduction – Rodrigo Fonseca (Co-founder and CIO of Frontier Capital)
– 00:05:20 | Market outlook and company assessment
– 00:13:29 | Why commodities have a limited position in Aster’s portfolio
– 00:23:24 | PetroRio investment thesis
– 00:28:05 | Worthwhile to invest in a state-owned company during an election year?
– 00:31:27 | Impact of leadership changes on company performance
– 00:38:23 | Implications of digitalization in the banking sector
– 00:50:16 | Aster’s perspective on the profitability of digital banks
– 01:04:22 | Retail diversification strategy in Frontier’s portfolio
– 01:13:20 | Investing in companies with limited digital presence
– 01:17:27 | Outlook on Magalu and Via
– 01:23:27 | Competitive landscape with the entry of Asian companies
– 01:39:37 | Overview of small cap stocks in Frontier’s portfolio
– 01:45:00 | Analysis of Rumo SA in Aster’s portfolio
– 01:51:07 | Investment thesis on Totvs
– 02:01:11 | Quickfire round
– 02:11:23 | Conclusion

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Rodrigo Fonseca, sócio-fundador e CIO da Frontier Capital, e Marcello Silva, sócio-fundador da Aster Capital, ao vivo no episódio #147 do podcast Stock Pickers.

Apresentação: Lucas Collazo e Henrique Esteter

00:00:00 | Vinheta
00:00:23 | Apresentação do programa
00:02:35 | Apresentação – Marcelo Silva (Sócio-Fundador Aster Capital)
00:04:09 | Apresentação – Rodrigo Fonseca (Sócio-Fundador e CIO da Frontier Capital)
00:05:20 | Como está a visão de vocês para a bolsa e para as empresas?
00:13:29 | Por que o setor de commodities não tem uma posição relevante dentro da carteira da Aster?
00:23:24 | Qual a sua tese em relação a PetroRio?
00:28:05 | Vale a pena ter uma empresa estatal mesmo em ano eleitoral?
00:31:27 | A troca de presidentes de uma empresa pode ser ruim por descontinuar uma gestão?
00:38:23 | Quais os impactos da questão da digitalização dos bancos?
00:50:16 | Como a Aster enxerga a rentabilidade dos bancos digitais?
01:04:22 | Rodrigo explica a diversificação em varejo na carteira
01:13:20 | Como você lida com a compra de empresas que não possuem tanta presença no digital?
01:17:27 | Qual a visão de vocês sobre Magalu e Via?
01:23:27 | Qual a sua opinião sobre o mercado competitivo com a entrada de companhias asiáticas?
01:39:37 | Overview sobre Small Caps na Frontier
01:45:00 | Overview sobre Rumo SA na Aster
01:51:07 | Tese sobre Totvs
02:01:11 | Ping-Pong
02:11:23 | Finalização

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Direção de cortes, produção e edição: Nando Lima

#StockPickers #147

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