Mikkel Thorup: September 15, 2026
Every once in a while, an investment thesis is so straightforward that trying to make it sound more sophisticated than it is doesn't help anyone.
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Mikkel Thorup: September 3, 2026
Beautiful beaches aren't scarce. Beautiful beaches backed by an economy that is becoming more connected and more productive are far rarer.
Mikkel Thorup: August 19, 2026
Over the last several months, we have been doing a tremendous amount of work behind the scenes at Brazil Beachfront.
Mikkel Thorup: August 7, 2026
Every time I spend more time studying Brazil’s Northeast, I become more convinced that most investors are still looking at this region through the...
Mikkel Thorup: July 19, 2026
Brazil’s Northeastern coast was not manufactured by developers, international financiers, or tourism boards. Long before the arrival of foreign...
Mikkel Thorup: July 3, 2026
Hey guys, Mikkel here. After last edition, a few people reached out with some version of the same question.
Mikkel Thorup: June 18, 2026
Hey guys, Mikkel here. Admittedly, I am not the biggest football fan in the world. Or “soccer,” for my Canadian and American friends. I respect the...
