Giro's Newsletter

In-Depth Investment Insights for Finance Enthusiasts

Giro's Newsletter

Featured

AI Commoditization: Risks and Opportunities
AI in Finance Featured

AI Commoditization: Risks and Opportunities

Explore Nvidia's stock volatility, the impact of high interest rates on leveraged buyouts, and AI commoditization. This post examines long-term tech investment strategies and the rise of technical expertise in leadership, highlighting today's financial opportunities and risks.

Artificial Intelligence (AI)

4 posts
AI Commoditization: Risks and Opportunities
AI in Finance Featured

AI Commoditization: Risks and Opportunities

Explore Nvidia's stock volatility, the impact of high interest rates on leveraged buyouts, and AI commoditization. This post examines long-term tech investment strategies and the rise of technical expertise in leadership, highlighting today's financial opportunities and risks.

Brazil

10 posts

MercadoLibre (MELI)

11 posts
MercadoLibre (MELI)

MELI 2022 Performance Review

Analyze MELI's 2022 performance, highlighting EBIT margin growth, Mercado Pago's impact, and strategic credit portfolio management. Discover how MELI navigates the complexities of e-commerce and fintech in Latin America.

Giro Recap #2
Amazon (AMZN)

Giro Recap #2

There are two general uses of clouds. One is what's it's called infrastructure as a service (鈥淚aaS鈥), which Microsoft is an exceptional player.

Giro Recap
StoneCo (STNE)

Giro Recap

I write a lot of stuff, so the idea is to offer a filter to what you cannot miss. Enjoy it. The ranking is based on unique views, free/paid new subscribers, and open rate 鈥 all relative.

Nubank (NU)

9 posts
Giro Recap #2
Amazon (AMZN)

Giro Recap #2

There are two general uses of clouds. One is what's it's called infrastructure as a service (鈥淚aaS鈥), which Microsoft is an exceptional player.

Stock Market Trends

5 posts
AI Commoditization: Risks and Opportunities
AI in Finance Featured

AI Commoditization: Risks and Opportunities

Explore Nvidia's stock volatility, the impact of high interest rates on leveraged buyouts, and AI commoditization. This post examines long-term tech investment strategies and the rise of technical expertise in leadership, highlighting today's financial opportunities and risks.

Investment Strategies

12 posts

Latest

AI Commoditization: Risks and Opportunities
AI in Finance Featured

AI Commoditization: Risks and Opportunities

Explore Nvidia's stock volatility, the impact of high interest rates on leveraged buyouts, and AI commoditization. This post examines long-term tech investment strategies and the rise of technical expertise in leadership, highlighting today's financial opportunities and risks.