Giro's Newsletter

Home
Food For Thought
LatAm Companies
US Companies
Trade Ideas
Daily Crunch
Meditation
White Paper
Archive
About
New
Top
Discussion
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…
 • 
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.
 • 
Giro Lino
MELI 2022 Performance Review
Overall picture of 2022
 • 
Giro Lino
Food for Thought #24
Time to turn bull again 🇧🇷🇧🇷🇧🇷
 • 
Giro Lino
10
July 2022
dLocal ($DLO) - Part II
Revenue streams and valuation model
 • 
Giro Lino
1
Monthly Wrap-Up (June)
Portfolio update and ideas for the 2H22
 • 
Giro Lino
3
Food for Thought #23
Fintech dilemma and the base case for 2H22
 • 
Giro Lino
DLO - Part I
Payment Secular Tailwinds in LatAm
 • 
Giro Lino
June 2022
Table of Content
Relevant Write-ups
 • 
Giro Lino
Mercado Pago
Leading Fintech in LatAm
 • 
Giro Lino
6
It's time to take a breath
Trading Diary #16
 • 
Giro Lino
2
Food for Thought #22
Culture Eats Strategy
 • 
Giro Lino
© 2023 Giro Lino
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing