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Brazil May Wrap-Up
Daily Crunch #27 - Consensus valuation is wrong
Jun 2, 2022
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Giro Lino
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Brazil May Wrap-Up
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May 2022
Giro Recap #2
AWS and MercadoLibre are Unstoppable... Waiting for Stone
May 27, 2022
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Giro Lino
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Giro Recap #2
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Giro Recap
Daily Crunch #26
May 20, 2022
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Giro Lino
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Giro Recap
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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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You Should Know $VTEX
Daily Crunch #24
May 13, 2022
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Giro Lino
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You Should Know $VTEX
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Quality vs. Quantity ($XP)
Daily Crunch #23
May 12, 2022
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Giro Lino
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Quality vs. Quantity ($XP)
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Brazil April Wrap-Up
Daily Crunch #21
May 10, 2022
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Giro Lino
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Brazil April Wrap-Up
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April 2022
First Take (FB & VALE)
Daily Crunch #19
Apr 28, 2022
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Giro Lino
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First Take (FB & VALE)
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First Take (GOOG/MSFT)
Daily Crunch #19
Apr 27, 2022
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Giro Lino
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First Take (GOOG/MSFT)
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The Last Stand
Daily Crunch #18
Apr 26, 2022
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Giro Lino
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The Last Stand
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Heading to Nasdaq
Daily Crunch #18
Apr 21, 2022
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Giro Lino
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Heading to Nasdaq
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VTEX Day Feedback
Daily Crunch #17
Apr 19, 2022
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Giro Lino
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VTEX Day Feedback
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