DailyCrunch

19 posts
Giro Recap public
DailyCrunch 7 min read

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 — all relative.…
Giro Lino
You Should Know $VTEX public
DailyCrunch 5 min read

You Should Know $VTEX

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.…
Giro Lino
Quality vs. Quantity ($XP) public
DailyCrunch 6 min read

Quality vs. Quantity ($XP)

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.…
Giro Lino
Brazil April Wrap-Up public
DailyCrunch 6 min read

Brazil April Wrap-Up

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.…
Giro Lino
3R Petroleum 1Q22 public
DailyCrunch 3 min read

3R Petroleum 1Q22

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.…
Giro Lino
Cielo 1Q22 public
DailyCrunch 3 min read

Cielo 1Q22

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.…
Giro Lino
XP 2Q22 public
DailyCrunch 4 min read

XP 2Q22

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.…
Giro Lino
What Really Happened to AMZN? public
DailyCrunch 7 min read

What Really Happened to AMZN?

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.…
Giro Lino
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