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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.…
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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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$SE 1Q22: Upside Risk on Monetization
Sea Limited ($SE, “Shopee”, “Shopee Brazil”) reported 1Q22 results, largely in-line on the top line and much better than expectations on cash burn level.…
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eCommerce Outlook 1Q22
In this post, I update the outlook for the Brazilian eCommerce market, the most relevant one in LatAm; Also, I…
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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.…
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Food for Thought #7
Disclosure: All posts on Giro’s Newsletter are for informational purposes only.
This post is NOT a recommendation to buy…