Giro's Newsletter
Subscribe
Sign in
Home
Food For Thought
LatAm Companies
US Companies
Trade Ideas
Daily Crunch
Meditation
White Paper
Archive
About
New
Top
Discussion
Food for Thought #24
Time to turn bull again 🇧🇷🇧🇷🇧🇷
Apr 9, 2023
Â
•
Â
Giro Lino
16
Share this post
Food for Thought #24
giro.substack.com
Copy link
Facebook
Email
Note
Other
10
July 2022
Food for Thought #23
Fintech dilemma and the base case for 2H22
Jul 3, 2022
Â
•
Â
Giro Lino
5
Share this post
Food for Thought #23
giro.substack.com
Copy link
Facebook
Email
Note
Other
June 2022
Food for Thought #22
Culture Eats Strategy
Jun 19, 2022
Â
•
Â
Giro Lino
5
Share this post
Food for Thought #22
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #21
What to do after the recent CPI release?
Jun 12, 2022
Â
•
Â
Giro Lino
4
Share this post
Food for Thought #21
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #20
A Snowflake Explains the Upcoming Humanitarian Crisis
Jun 5, 2022
Â
•
Â
Giro Lino
6
Share this post
Food for Thought #20
giro.substack.com
Copy link
Facebook
Email
Note
Other
May 2022
Food for Thought #19
Why meteorology explains DCFs models
May 29, 2022
Â
•
Â
Giro Lino
4
Share this post
Food for Thought #19
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #18
What you need to know to protect your capital
May 22, 2022
Â
•
Â
Giro Lino
3
Share this post
Food for Thought #18
giro.substack.com
Copy link
Facebook
Email
Note
Other
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
Â
•
Â
Giro Lino
4
Share this post
Food for Thought #17
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #16
Double Down Earnings Season Bear For Longer Financial Condition Buy Banks? Chinese Logistic Reported 1Q22
May 8, 2022
3
Share this post
Food for Thought #16
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #15
FOMC is Approaching; Uninspiring Earnings Season; Technical Doesn’t Help; Neither Does Amazon; Last Hope; Meanwhile in China; Politburo Highlights…
May 1, 2022
Â
•
Â
Giro Lino
5
Share this post
Food for Thought #15
giro.substack.com
Copy link
Facebook
Email
Note
Other
April 2022
Food for Thought #14
Standstill, Assault on Markets, Block the Road, Growth Lackluster, Optionalities, Set the Ground, QE is Coming, Policy Summary
Apr 24, 2022
Â
•
Â
Giro Lino
2
Share this post
Food for Thought #14
giro.substack.com
Copy link
Facebook
Email
Note
Other
Food for Thought #13
LT Fundamental Holds; Financial and Physical Risks; Industry Capital Deficit; Volatility Trap; Wrong Risk
Apr 17, 2022
Â
•
Â
Giro Lino
1
Share this post
Food for Thought #13
giro.substack.com
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts