IBI INV House
Investment house managing securities portfolios & mutual funds & underwriting.
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Analyses on IBI INV House (4)
- March 23, 2026March 23, 2026
- Follow-up
IBI Follow-Up: Capital Is Growing Fast, But When Does It Become Recurring Profit?
Capital has already proven it can build scale, but 2025 still does not prove that this scale is converging into clean recurring profit at the segment level or at the shareholder level.
- Follow-up
IBI Follow-Up: Neto Is In, But What Is the Real Earnings Quality of Four Seasons?
Neto pushed Four Seasons into a different league, but 2025 still mixes real operating expansion with a one-off gain, partial ownership, and agreement changes that will blur the revenue line.
- Follow-up
IBI Follow-Up: How Much of Alternatives Profit Is Truly Recurring?
IBI's 2025 alternatives profit reflects real platform progress, but it still leans heavily on performance fees, recognition timing, and funds at different life-cycle stages, so it is not yet a fully clean recurring earnings base.
IBI 2025: The Platform Is Built, Now Comes the Repeatable-Profit Test
IBI ended 2025 as a much broader financial-distribution platform, but 2026 now has to prove that growth built on acquisitions, performance fees and revaluation gains can turn into repeatable profit that truly reaches common shareholders.
