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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?…
LatAmCompanies
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$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.…
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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.…
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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.…