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 — all relative.…
Sea Limited ($SE, “Shopee”, “Shopee Brazil”) reported 1Q22 results, largely in-line on the top line and much better than expectations on cash burn level.…
VTEX is an exciting firm. Even though most investors believe that SaaS companies offer similar products, the architecture they’re built upon plays with an impressive relevance in the product design.…
After XP Inc. (XP) and BTG Pactual (BPAC11-BS) released their earnings, I’ve been thinking about the financial advising industry in Brazil and would like to tease my readers about a question I’ve been asking myself about XP.…
After a solid start to the year and the recent sell-off, Brazilian stocks tumbled 10%, while the EWZ stumbled 14% in April — ended the month +16% YTD, though.…
Adjusted EBITDA for the quarter came at R$199mn (+150% YoY). After adjusting for a one-off of R$11mn (goodwill from Areia Branca), adj. Ebitda was R$209mn, a touch above our expectations.…
We were surprised by Cielo’s earnings, which was the 6th beat in a row to market consensus. In addition, Consolidated Net Income reached R$ 184.6mn in 1Q22 (+10% above Street), +35.9% YoY, due to excellent well cost control.…
XP reported weaker-than-expected 1Q22 results after the market close. A softer quarter was already expected after KPIs were published on Apr 13th, but the numbers were disappointing.…
I spent roughly a dozen hours digging into AMZN’s reports, reading management’s and industry experts’ transcripts to figure out what happened to Amazon.…