public $CBD • 10 min read 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.…
$CBD • 11 min read 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 • 11 min read MELI 2022 Performance Review EBIT Margin Growth, Mercado Pago's Impact, and Credit Portfolio Strategy…
public Food for Thought • 8 min read 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 • 13 min read 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 • 10 min read 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 Mediations • 7 min read 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 • 8 min read 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 Mediations • 8 min read 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 • 8 min read Food for Thought #20 “In Dante’s Divine Comedy, the deceased sentenced to eternal searching are pushed to the deepest level of the Inferno.…