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
Relevant Write-ups
9
Leading Fintech in LatAm
10
6
Trading Diary #16
2
2
Culture Eats Strategy
5
The Biggest Myth Related to Competitive Advantages
5
Trading Diary #15
1
What to do after the recent CPI release?
4
We expect strong quarters due to top line growth
3
2