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Shopee Brazil
Details on Unit Cost
Mar 2, 2022
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Giro Lino
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Shopee Brazil
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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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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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Giro Recap #2
AWS and MercadoLibre are Unstoppable... Waiting for Stone
May 27, 2022
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Giro Lino
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$SE 4Q21
Earnigns Digest
Mar 1, 2022
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Giro Lino
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$SE 4Q21
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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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Food for Thought #11
Not Cool, The Empty Breadbasket, Add Fuel to the Fire, A Fart in the Breeze, Not Buying it
Apr 3, 2022
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Giro Lino
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MercadoLibre ($MELI)
Brief Overview on Marketplace
Apr 30, 2022
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Giro Lino
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What Really Happened to AMZN?
Daily Crunch #20
May 3, 2022
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Giro Lino
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What Really Happened to AMZN?
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Food for Thought #23
Fintech dilemma and the base case for 2H22
Jul 3, 2022
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Food for Thought #23
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Food for Thought #6
Peace, Temporary shock, Implication for Metals, Keep an eye on it, In case you missed it ($MELI, $STNE, $RRRP3)
Feb 27, 2022
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Giro Lino
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