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Giro's Newsletter

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Uncovering Value in GPA's Spin-off of Exito: Part II

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MELI 2022 Performance Review

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Food for Thought #24

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dLocal ($DLO) - Part II

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Monthly Wrap-Up (June)

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DLO - Part I

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Mercado Pago

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It's time to take a breath

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Food for Thought #22

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You Heard This Lie Before

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Food for Thought #21

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Modeling Stone - Q' Update

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The Narrative's Power

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The Inflation-era Trade ($XXX)

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Food for Thought #20

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Clash of Titans (AWS vs. Azure)

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STNE 1Q22: Not a Turning Point, Yet

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Double down on $XX

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Food for Thought #19

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