public
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 opportunities.…
public
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.…
MELI 2022 Performance Review
EBIT Margin Growth, Mercado Pago's Impact, and Credit Portfolio Strategy…
public
Food for Thought #23
Today’s post is presented by Stratosphere.io:
Today’s outline
* Fintech Dilemma
* Base Case for 2H22
* BRICS Summit
* Silent…
members
DLO - Part I
Hi.
When I first thought of writing about dLocal (“DLO” or “dLocal”), the impression was that it was possible to…
public
Food for Thought #22
Stratosphere makes it easy to get the financial data you want and to develop beautiful out-of-the-box graphs for your research…
public
You Heard This Lie Before
"Long-term consistency trumps short-term intensity."
Bruce Lee
This quote embodies what many fail to realize, that being a successful and…
public
Food for Thought #21
Today’s post is presented by Stratosphere:
Stratosphere makes it easy to get the financial data you want and to…
members
10 min read
Modeling Stone - Q' Update
Hi.
As promised, in this post, I’ll review our quarterly update on Stone, presenting a short overview of key…
public
The Narrative's Power
I’d like to thank my friend Clara for her right-brainer inputs. It did help a lot. If you’re…
public
Food for Thought #20
“In Dante’s Divine Comedy, the deceased sentenced to eternal searching are pushed to the deepest level of the Inferno.…