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Brazil May Wrap-Up
Daily Crunch #27 - Consensus valuation is wrong
Giro Lino
Jun 2
5
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Brazil May Wrap-Up
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Mercado Pago
Leading Fintech in LatAm
Giro Lino
Jun 25
10
6
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Mercado Pago
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$SE 1Q22: Upside Risk on Monetization
Daily Crunch #25
Giro Lino
May 18
12
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$SE 1Q22: Upside Risk on Monetization
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Clash of Titans (AWS vs. Azure)
US Companies
Giro Lino
Jun 4
13
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Clash of Titans (AWS vs. Azure)
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New Trade
Trading Diary #12
Giro Lino
May 23
5
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New Trade
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Modeling Stone - Q' Update
We expect strong quarters due to top line growth
Giro Lino
Jun 11
3
2
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Modeling Stone - Q' Update
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AWS is Unstoppable
Find out why AWS will thrive in the following decade
Giro Lino
May 25
10
2
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AWS is Unstoppable
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Table of Content
Relevant Write-ups
Giro Lino
Jun 27
9
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Table of Content
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The Last Stand
Daily Crunch #18
Giro Lino
Apr 26
1
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The Last Stand
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DLO - Part I
Payment Secular Tailwinds in LatAm
Giro Lino
Jul 2
6
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DLO - Part I
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Portfolio Updates
Trading Diary #10
Giro Lino
May 9
4
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Portfolio Updates
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Stone ($STNE)
What's happened to Stone's share price?
Giro Lino
Nov 25, 2021
7
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Stone ($STNE)
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