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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.…
$NU
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Giro Recap
I write a lot of stuff, so the idea is to offer a filter to what you cannot miss. Enjoy it.
The ranking is based on unique views, free/paid new subscribers, and open rate — all relative.…
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$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.…
Food for Thought #8
Disclosure: All posts on Giro’s Newsletter are for informational purposes only.
This post is NOT a recommendation to buy…
Food for Thought #7
Disclosure: All posts on Giro’s Newsletter are for informational purposes only.
This post is NOT a recommendation to buy…