Relevant Write-ups
9
Revenue streams and valuation model
4
1
Portfolio update and ideas for the 2H22
2
3
Fintech dilemma and the base case for 2H22
5
Payment Secular Tailwinds in LatAm
6
Leading Fintech in LatAm
10
6
Trading Diary #16
2
2
Culture Eats Strategy
5
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