LatAmCompanies

4 posts
STNE 1Q22 Earnings Preview public
LatAmCompanies 4 min read

STNE 1Q22 Earnings Preview

With Stone’s earnings approaching, we decided to share our earnings preview for Stone’s 1Q22. Okay, so what you should be looking for in the earnings release?…
Giro Lino
$NU 1Q22: The Purple Wave public
LatAmCompanies 7 min read

$NU 1Q22: The Purple Wave

Nubank reported a $45mn net loss vs. the company-provided consensus of a $77mn loss. Similar NPL rises to the incumbent consumer segment, but without payroll and mortgage to smooth the hit.…
Giro Lino
Pix Handbook - Part III public
whitepaper 16 min read

Pix Handbook - Part III

We believe this allowed newcomers and new products to emerge and threaten markets that — theoretically — were operating in a perfect competition environment.…
Giro Lino
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