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$SE 1Q22: Upside Risk on Monetization
Sea Limited ($SE, “Shopee”, “Shopee Brazil”) reported 1Q22 results, largely in-line on the top line and much better than expectations on cash burn level.…
ecommerce
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You Should Know $VTEX
VTEX is an exciting firm. Even though most investors believe that SaaS companies offer similar products, the architecture they’re built upon plays with an impressive relevance in the product design.…
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Thoughts On Shopify ($SHOP)
I expect to share with readers what is occurring internally with Shopify and how the company is changing its business over time.…
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MELI 1Q22: In a League of Its Own
If this quarter had a name, it would be MercadoPago. Yeah, I get it. You take Meli as an eCommerce company focused on growing its GMV. That’s simply not true.…
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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.…