public
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.…
DailyCrunch
19 posts
public
public
$SE 1Q22: Upside Risk on Monetization
Sea Limited ($SE, “Shopee”, “Shopee Brazil”) reported 1Q22 results, largely in-line on the top line and much better than expectations on cash burn level.…
public
You Should Know $VTEX
VTEX is an exciting firm. Even though most investors believe that SaaS companies offer similar products, the architecture they’re built upon plays with an impressive relevance in the product design.…
public
Quality vs. Quantity ($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.…
public
Thoughts On Shopify ($SHOP)
I expect to share with readers what is occurring internally with Shopify and how the company is changing its business over time.…
public
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.…
public
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$209mn, a touch above our expectations.…
public
Cielo 1Q22
We were surprised by Cielo’s earnings, which was the 6th beat in a row to market consensus. In addition, Consolidated Net Income reached R$ 184.6mn in 1Q22 (+10% above Street), +35.9% YoY, due to excellent well cost control.…
public
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.…
public
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.…
public
First Take (FB & VALE)
Hi 👋
Pretty busy week. A pleasant one, though. I thought about breaking down this
post into one for Meta and…
public
First Take (GOOG/MSFT)
Hi 👋
We've got good news if you’re a Free Subscriber and wish to have access to paid
posts without…