TMR Capital forecasts strong growth for Zenvia in 2025

TMR Capital's recent quarterly letter highlights a favorable market environment for its long/short investment strategy. It notes that stock valuations are highly mismatched due to shifts toward passive investment and the impact of trading firms focusing on short-term strategies. The firm emphasizes the value potential in small and mid-cap stocks, particularly in the technology sector. They anticipate that as artificial intelligence continues to evolve, there will be more noticeable differences in stock performance, which they aim to capitalize on. Zenvia, a company they are invested in, has shifted its focus to its newly launched Customer Cloud service. This AI-driven platform intends to enhance customer engagement for businesses of all sizes. Zenvia plans to change its pricing model and expects substantial growth and profitability in the coming year. Additionally, TMR Capital is backing WM Technology, an online platform for cannabis sales. The company is experiencing strong growth but faces low offers to acquire it, which TMR is urging the board to reject in favor of better capital management strategies. The letter concludes by stating that past performance does not guarantee future results and that investing carries risks. TMR Capital emphasizes its commitment to finding unique investment opportunities, especially in overlooked market sectors.