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Uncovering Value in GPA's Spin-off of Exito: Part II
Dive deeper into the financial aspects, risks, and valuation of GPA as it prepares to spin off Exito, revealing the potential for significant investment…
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Giro Lino
2
Unlocking Value: Examining the GPA-Exito Spin-off [Part I]
Explore Casino Group's restructuring and the GPA-Exito spin-off, uncovering value and opportunities for shareholders amid financial challenges.
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Giro Lino
MELI 2022 Performance Review
Overall picture of 2022
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Giro Lino
Food for Thought #24
Time to turn bull again 🇧🇷🇧🇷🇧🇷
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Giro Lino
10
dLocal ($DLO) - Part II
Revenue streams and valuation model
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Giro Lino
1
Monthly Wrap-Up (June)
Portfolio update and ideas for the 2H22
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Giro Lino
3
Food for Thought #23
Fintech dilemma and the base case for 2H22
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Giro Lino
Giro's Newsletter
Giro's Newsletter
An independent investment newsletter that offers insightful analysis of LatAm's most incredible businesses and impacting events.
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