MELI 2022 Performance Review
EBIT Margin Growth, Mercado Pago's Impact, and Credit Portfolio Strategy…
$MELI
10 posts
public
Giro Recap #2
There are two general uses of clouds. One is what's it's called infrastructure as a service (“IaaS”), which Microsoft is an exceptional player.…
public
Giro Recap
I write a lot of stuff, so the idea is to offer a filter to what you cannot miss. Enjoy it.
The ranking is based on unique views, free/paid new subscribers, and open rate — all relative.…
public
Thoughts On Shopify ($SHOP)
I expect to share with readers what is occurring internally with Shopify and how the company is changing its business over time.…
public
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.…
public
eCommerce Outlook 1Q22
In this post, I update the outlook for the Brazilian eCommerce market, the most relevant one in LatAm; Also, I…
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.…
members
Food for Thought #6
Disclosure: All posts on Giro’s Newsletter are for informational purposes only.
This post is NOT a recommendation to buy…
Food for Thought #5
Today’s outline
* Edge of the chasm
* Two sides of the same coin
* Breakout week
* In case you missed it…