Giro's Newsletter
Subscribe
Sign in
Home
Food For Thought
LatAm Companies
US Companies
Trade Ideas
Daily Crunch
Meditation
White Paper
Archive
About
Food for Thought #21
What to do after the recent CPI release?
Jun 12, 2022
•
Giro Lino
4
Share this post
Food for Thought #21
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #2
Your Sunday Morning Mediation on Markets 2022-01-30
Jan 30, 2022
•
Giro Lino
1
Share this post
Food for Thought #2
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #16
Double Down Earnings Season Bear For Longer Financial Condition Buy Banks? Chinese Logistic Reported 1Q22
May 8, 2022
3
Share this post
Food for Thought #16
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #17
BTG Pactual + Stone? What is in there for BTG Pactual? What is in there for Stone? Our Take BoD Change …Followed by More Changes; Message is Clear
May 15, 2022
•
Giro Lino
4
Share this post
Food for Thought #17
giro.substack.com
Copy link
Facebook
Email
Note
Other
Nubank - Part II
Pushback, Pivotal questions, ARPAC, Valuation
Apr 2, 2022
•
Giro Lino
4
Share this post
Nubank - Part II
giro.substack.com
Copy link
Facebook
Email
Note
Other
Mercado Libre ($MELI)
Introducing the company
Jan 29, 2022
•
Giro Lino
2
Share this post
Mercado Libre ($MELI)
giro.substack.com
Copy link
Facebook
Email
Note
Other
Brazil March Wrap-Up
Daily Crunch #15
Apr 8, 2022
•
Giro Lino
1
Share this post
Brazil March Wrap-Up
giro.substack.com
Copy link
Facebook
Email
Note
Other
DLO - Part I
Payment Secular Tailwinds in LatAm
Jul 2, 2022
•
Giro Lino
8
Share this post
DLO - Part I
giro.substack.com
Copy link
Facebook
Email
Note
Other
dLocal ($DLO) - Part II
Revenue streams and valuation model
Jul 9, 2022
•
Giro Lino
7
Share this post
dLocal ($DLO) - Part II
giro.substack.com
Copy link
Facebook
Email
Note
Other
1
Food for Thought #15
FOMC is Approaching; Uninspiring Earnings Season; Technical Doesn’t Help; Neither Does Amazon; Last Hope; Meanwhile in China; Politburo Highlights…
May 1, 2022
•
Giro Lino
5
Share this post
Food for Thought #15
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #9
The thin line between bravery and stupidity, Don’t hesitate, Pill hard to swallow, Oil tumbles
Mar 20, 2022
•
Giro Lino
3
Share this post
Food for Thought #9
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #24
Time to turn bull again 🇧🇷🇧🇷🇧🇷
Apr 9, 2023
•
Giro Lino
16
Share this post
Food for Thought #24
giro.substack.com
Copy link
Facebook
Email
Note
Other
10
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts