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Searching Goglides
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AGI Inc came public with Banco Agibank scale, 7.1 million active clients, a R$35.5 billion credit portfolio and post-IPO capital strength, but the thesis turns on INSS access, credit quality, funding spreads and founder-controlled governance.
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Afya is a profitable Brazilian medical education platform built around scarce regulated medical-school seats. The thesis rests on seat maturation, tuition durability, cash conversion and whether the newer physician ecosystem can grow without undermining margin
OpenAEXA is not a business yet. It is a NYSE-listed SPAC with $351.4 million in trust, $0.3 million of cash outside trust, no selected target as of March 31, 2026, and public shareholder economics that turn on redemption value, sponsor incentives and the future de
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