public DailyCrunch • 5 min read You Should Know $VTEX VTEX is an exciting firm. Even though most investors believe that SaaS companies offer similar products, the architecture they’re built upon plays with an impressive relevance in the product design.…
public FoodForThought • 9 min read Food for Thought #13 Today’s outline * LT Fundamental Holds * Financial and Physical Risks * Industry Capital Deficit * Volatility Trap * Wrong Risk * Closed Ideas This…