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Hi.
A few weeks ago, I shared a Form with all paid subscribers about the blog’s content. Thanks to all responders.
I’ll take today’s space to share the preliminary April schedule and answer general questions raised in the Q&A.
Post Schedule
Regular posts
Food for Thought - Every weekend.
Daily Crunch - No regular schedule.
I’m thinking about a monthly special edition (probably an interview). Yet, not confirmed.
Meditation (investment process) - Twice a month.
Trade Ideas - Post every week.
LatAm Companies
04/02 — Nubank - Part II
04/09 — PIX (Brazilian Instant Payment Scheme)
04/16 — Update in estimates for acquirers (Stone and Pags).
04/23 — Meli
I spent many hours breaking down Meli’s commerce operation in experiments, so I’ll write about it.
Brazil Small Caps
04/16 — Update on Sinqia’s model.
04/30 — Still not sure, but I’d love to write about Petz (BVMF: PETZ3), the leading specialized retail company in Petz in Brazil.
You can help me by telling me your preferences.
Q&A
Q: Will you share the valuation models?
A: One day, yes. Yet, I have to be able to create a standard for every model I share with you. For now, this is not possible. Nevertheless, I’m offering interactive models for all companies I write about.
Q: It’s unclear if you’re selling access to your portfolio or something else.
A: I’m selling access to my portfolio (section “Trade Ideas”), and insights about specific companies.
Q: I can’t sign up because I need to be charged in BRL.
A: We have a second blog where clients are charged in BRL. This is a limitation in Stripe. I contacted the companies a few times, and, for now, this is the easiest way you can subscribe. Once Stripe fixes the issue, I’ll migrate subscribers from one blog to another.
Q: Could you comment on pricing?
A: I’m offering educational content (Meditation section), a deep dive about companies, and access to my overall vision on capital allocation. I believe that US$15/m is reasonable considering all this.
Nevertheless, we have a special discount policy specified in the “About” section.
As always, you can always reach me on Twitter for additional questions.