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Uncovering Value in GPA's Spin-off of Exito: Part II
Dive deeper into the financial aspects, risks, and valuation of GPA as it prepares to spin off Exito, revealing the potential for significant investment…
Apr 30, 2023
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Giro Lino
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Uncovering Value in GPA's Spin-off of Exito: Part II
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Unlocking Value: Examining the GPA-Exito Spin-off [Part I]
Explore Casino Group's restructuring and the GPA-Exito spin-off, uncovering value and opportunities for shareholders amid financial challenges.
Apr 23, 2023
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Giro Lino
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Unlocking Value: Examining the GPA-Exito Spin-off [Part I]
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MELI 2022 Performance Review
Overall picture of 2022
Apr 16, 2023
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Giro Lino
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MELI 2022 Performance Review
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July 2022
dLocal ($DLO) - Part II
Revenue streams and valuation model
Jul 9, 2022
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Giro Lino
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dLocal ($DLO) - Part II
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DLO - Part I
Payment Secular Tailwinds in LatAm
Jul 2, 2022
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Giro Lino
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DLO - Part I
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June 2022
Mercado Pago
Leading Fintech in LatAm
Jun 25, 2022
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Giro Lino
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Mercado Pago
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Modeling Stone - Q' Update
We expect strong quarters due to top line growth
Jun 11, 2022
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Giro Lino
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Modeling Stone - Q' Update
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STNE 1Q22: Not a Turning Point, Yet
Earnings Crunch
Jun 3, 2022
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Giro Lino
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STNE 1Q22: Not a Turning Point, Yet
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May 2022
Two Years, Four CEOs
What is going on with PBR
May 26, 2022
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Giro Lino
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Two Years, Four CEOs
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STNE 1Q22 Earnings Preview
Strong, albeit expected, quarter
May 24, 2022
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Giro Lino
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STNE 1Q22 Earnings Preview
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eCommerce Outlook 1Q22
Growth, Competition, Mercadolibre & Shopee
May 21, 2022
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Giro Lino
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eCommerce Outlook 1Q22
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$NU 1Q22: The Purple Wave
Earnings Crunch
May 17, 2022
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Giro Lino
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$NU 1Q22: The Purple Wave
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