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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.…
Pix
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Food for Thought #13
Today’s outline
* LT Fundamental Holds
* Financial and Physical Risks
* Industry Capital Deficit
* Volatility Trap
* Wrong Risk
* Closed Ideas
This…
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Pix Handbook - Part II
The settlement between different payment service providers will be done in a new centralized infrastructure called Instant Payment System (“SPI”), owned and operated by the BCB.…
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Food for Thought #12
Today’s outline
* Tale of Two Realities
* Lost Decade
* Secret Sauce Recipe
* Reality Check
* In case you missed it (Pix,…
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Pix Handbook - Part I
Hi.
As previously anticipated, this week, we wrote about Pix. However, we decided to
break it down into a few…
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PIX vs. Debit Card
Thank you for reading Giro's Newsletter. This post is public so feel free to
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Recently, Rogério Panca became…
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Mastercard faces complaints
Associations linked to the e-commerce sector sent a letter to Mastercard’s
(“MA”) management to complain about the increase in…
Food for Thought #10
Hi.
Folks, I couldn’t thank you enough for subscribing to my Substack. When I was
planning the content, many…
Food for Thought #8
Disclosure: All posts on Giro’s Newsletter are for informational purposes only.
This post is NOT a recommendation to buy…