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Food for Thought #21
What to do after the recent CPI release?
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Giro Lino
Food for Thought #2
Your Sunday Morning Mediation on Markets 2022-01-30
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Giro Lino
Food for Thought #16
Double Down Earnings Season Bear For Longer Financial Condition Buy Banks? Chinese Logistic Reported 1Q22
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
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Giro Lino
Nubank - Part II
Pushback, Pivotal questions, ARPAC, Valuation
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Giro Lino
Mercado Libre ($MELI)
Introducing the company
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Giro Lino
Brazil March Wrap-Up
Daily Crunch #15
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Giro Lino
DLO - Part I
Payment Secular Tailwinds in LatAm
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Giro Lino
dLocal ($DLO) - Part II
Revenue streams and valuation model
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Giro Lino
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…
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Giro Lino
Food for Thought #9
The thin line between bravery and stupidity, Don’t hesitate, Pill hard to swallow, Oil tumbles
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Giro Lino
Food for Thought #24
Time to turn bull again 🇧🇷🇧🇷🇧🇷
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Giro Lino
10
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