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Analysis, commentary, occasional original reporting, and curated links of Brazilian and English language news and reports;
Access to an industry expert community in Brazil through regular online interviews and industry papers.
Who reads us?
Global Money Managers: Tiger Global, Tybourne, ARK, Coronation, Counterpoint Global, Verde Asset, IP Capital, Vista Capital, Atmos Capital, Dynamo, Constellation, MSF, Gabelli, Eagle, Barings, Artisan, Octahedron, Point72, and more.
Banks: JP Morgan, Morgan Stanley, Credit Suisse, Bradesco, Itaú, and more.
Universities: Harvard, Cornell, Yale, NYU, Columbia, and more.
Who is Giro?
With 10+ years of experience as an entrepreneur and LatAm Portfolio Manager for a Brazilian Hedge Fund. Giro was bothered by the industry’s short-term focus and decided to leave the industry and write for long-term oriented investors.
As a solo writer, Giro spends his time reading, writing, and talking to former employees. He loves researching, has an entrepreneurial spirit, and assumes equity risk by putting his money where his mouth is.
Discount policy
Students: Don’t worry. DM me on Twitter asking for your 50% coupon, just presenting me an academic email that Substack and I can verify.
Female Investor: Unfortunately, almost 98,8% of my readers are men (98% of paid subscribers). The least I can do is to offer 50% off to all female investors. Just send me a DM on Twitter. Only need an active LinkedIn to confirm that you’re real.
Also, if you’re a female student, DM me for a 75% coupon, upon LinkedIn and academic email confirmation.
