Archive - Giro's Newsletter

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…

Apr 30, 2023 •

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.

Apr 23, 2023 •

MELI 2022 Performance Review

Overall picture of 2022

Apr 16, 2023 •

Food for Thought #24

Time to turn bull again 🇧🇷🇧🇷🇧🇷

Apr 9, 2023 •

July 2022

dLocal ($DLO) - Part II

Revenue streams and valuation model

Jul 9, 2022 •

Monthly Wrap-Up (June)

Portfolio update and ideas for the 2H22

Jul 7, 2022 •

Food for Thought #23

Fintech dilemma and the base case for 2H22

Jul 3, 2022 •

Payment Secular Tailwinds in LatAm

Jul 2, 2022 •

June 2022

Table of Content

Relevant Write-ups

Jun 27, 2022 •

Leading Fintech in LatAm

Jun 25, 2022 •

It's time to take a breath

Trading Diary #16

Jun 21, 2022 •

Food for Thought #22

Culture Eats Strategy

Jun 19, 2022 •

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