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eCommerce Outlook 1Q22
Growth, Competition, Mercadolibre & Shopee
May 21, 2022
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Giro Lino
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eCommerce Outlook 1Q22
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MercadoLibre ($MELI)
Brief Overview on Marketplace
Apr 30, 2022
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Giro Lino
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MercadoLibre ($MELI)
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DLO - Part I
Payment Secular Tailwinds in LatAm
Jul 2, 2022
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Giro Lino
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DLO - Part I
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Giro Recap #2
AWS and MercadoLibre are Unstoppable... Waiting for Stone
May 27, 2022
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Giro Lino
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$SE 1Q22: Upside Risk on Monetization
Daily Crunch #25
May 18, 2022
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Giro Lino
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$SE 1Q22: Upside Risk on Monetization
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Table of Content
Relevant Write-ups
Jun 27, 2022
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Giro Lino
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Table of Content
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Giro Recap
Daily Crunch #26
May 20, 2022
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Giro Lino
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Giro Recap
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New Step in China ($XXX)
Trading Diary #15
Jun 13, 2022
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Giro Lino
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New Step in China ($XXX)
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Thoughts On Shopify ($SHOP)
US Companies
May 11, 2022
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Giro Lino
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Thoughts On Shopify ($SHOP)
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MELI 1Q22: In a League of Its Own
Earnings Crunch
May 6, 2022
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Giro Lino
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MELI 1Q22: In a League of Its Own
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Keep it Simple
Trading Diary #11
May 16, 2022
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Giro Lino
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Keep it Simple
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Clash of Titans (AWS vs. Azure)
US Companies
Jun 4, 2022
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Giro Lino
13
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Clash of Titans (AWS vs. Azure)
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