Sitemap - 2022 - Giro's Newsletter

dLocal ($DLO) - Part II

Monthly Wrap-Up (June)

Food for Thought #23

Table of Content

It's time to take a breath

Food for Thought #22

You Heard This Lie Before

New Step in China ($XXX)

Food for Thought #21

Modeling Stone - Q' Update

The Narrative's Power

The Inflation-era Trade ($XXX)

Food for Thought #20

Clash of Titans (AWS vs. Azure)

STNE 1Q22: Not a Turning Point, Yet

Brazil May Wrap-Up

Double down on $XX

Food for Thought #19

Two Years, Four CEOs

AWS is Unstoppable

STNE 1Q22 Earnings Preview

Food for Thought #18

eCommerce Outlook 1Q22

Expert Interview - Sinqia

$SE 1Q22: Upside Risk on Monetization

$NU 1Q22: The Purple Wave

Food for Thought #17

Stone's Biggest Moat

You Should Know $VTEX

Quality vs. Quantity ($XP)

Thoughts On Shopify ($SHOP)

Brazil April Wrap-Up

Portfolio Updates

Food for Thought #16

Pix Handbook - Part III

MELI 1Q22: In a League of Its Own

Cielo & 3R 1Q22 Earnings Digest

XP 1Q22 Earnings Digest

What Really Happened to AMZN?

Food for Thought #15

MercadoLibre ($MELI)

First Take (FB & VALE)

First Take (GOOG/MSFT)

Back to Jan-Apr range

Food for Thought #14

3R Petroleum (BVMF:RRRP3)

Heading to Nasdaq

The Value Investing Process

VTEX Day Feedback

Food for Thought #13

Pix Handbook - Part II

Daily Crunch #16

Food for Thought #12

Pix Handbook - Part I

Brazil March Wrap-Up

PIX vs. Debit Card

Why Value Investing?

Mastercard faces complaints

Trade Book Changes

Food for Thought #11

Nubank - Part II

Chairman Meeting Feedback

PIX Surpasses Cards💳

Schedule for April / Q&A

Friendly Fire in LatAm

Food for Thought #10

Cleaning the place

News for Stone and Nubank

Investment Approach

Food for Thought #9

Trading Diary #3

PBR - Change in management (again)?

New guideline for Fintechs in Brazil

Delisting risks 🔺😵🔺

Food for Thought #8

Trading Diary #2

Crocodile tears

PBR: New Chairman appointed

Santander launches PIX Parcelado

Food for Thought #7

Brazilian Banks

Trading Diary #1

Food for Thought #6

Food for Thought #5

Sinqia (BVMF: SQIA3)

Food for Thought #4

Food for Thought #3

3R Petroleum (BVMF: RRRP3)

Food for Thought #2

Mercado Libre ($MELI)

Petrobras ($PBR)

Food for Thought #1

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