In short: The archive's first mention — the second incumbent in the same forward-P/E chart (as BBDC4): 6.3x forward, the cheapest of the three lines, its multiple down 18.2% since December 2022. Implicitly one of the "Big Five banks in Brazil" Nu disrupted and of the 40-50% efficiency-ratio incumbents, but not named in the prose. No view expressed.
In short: SELLING — part of the housekeeping clean-up: "Bradesco really hasn't played out as I thought. I am selling and removing the stock from the portfolio." An exit on failure-to-perform, not on a broken business.
One of Brazil's large private banks, held as a cheap emerging-market financial. The thesis never converted: "Bradesco really hasn't played out as I thought. I am selling and removing the stock from the portfolio." No accusation against the bank — just an idea that failed to produce the move he bought it for, cleared out in the same housekeeping sweep.
In short: Holding; no major news this month (AIA Portfolio).
In short: Reported Q1 2026 (noted without further comment).
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.