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Model Updates
Stone ($STNE) and Sinqia (BVMF: SQIA3)
Apr 13, 2022
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Giro Lino
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Model Updates
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Stone 4Q21
Daily Crunch #7
Mar 18, 2022
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Stone 4Q21
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Giro Recap
Daily Crunch #26
May 20, 2022
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Investment Approach
Meditations #1 - Investment Approaches and Value Investing
Mar 21, 2022
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Investment Approach
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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
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Expert Interview - Sinqia
Thiago Saldanha - CTO
May 19, 2022
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Giro Lino
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Expert Interview - Sinqia
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Brazil March Wrap-Up
Daily Crunch #15
Apr 8, 2022
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Giro Lino
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Brazil March Wrap-Up
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3R Petroleum (BVMF: RRRP3)
Brazil Small Caps Series
Feb 1, 2022
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Giro Lino
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3R Petroleum (BVMF: RRRP3)
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Pix Handbook - Part II
Practical guide for understanding Brazil's instant payment system
Apr 16, 2022
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Giro Lino
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Pix Handbook - Part II
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Clash of Titans (AWS vs. Azure)
US Companies
Jun 4, 2022
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Giro Lino
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Clash of Titans (AWS vs. Azure)
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Nubank ($NU)
Neobanks, Market Overview, Opportunities, Tailwinds, Management Comp
Mar 12, 2022
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Giro Lino
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Nubank ($NU)
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