How MELI performed in 2021 and what 2022 holds for it + Update on Global Investor: Hello Global Investors, Today, I’ll be taking a look at the latest Earnings Report of one of my favorites, Mercado Libre. MELI reported Q421 numbers recently and surprised a lot of folks - me included - with astonishing results. From the bread and butter e-commerce to logistics and especially on fintech and credit, MELI knocked out of the park in one of the toughest quarters for e-commerce stocks since the covid p
April 27, 2022, 12:39 p.m.
Some News and EM News Roundup #3: Hello Global Investors, Onto the third edition of this series, and nearing the end of the year I wanted to give yo a pipeline of the articles that are coming: Nubank DD Part 1 A review of my performance in 2021 Nubank DD Part 2 Deep Dive on the Financial Sector of Latin America
Dec. 21, 2021, 1:14 a.m.
Portfolio Discolsure #1: Hello Global Investors, Today’s piece is gonna be a small one discussing all of my 5 Holdings (plus crypto) and the reason behind my preference for heavy concentrated bets. This article is an exclusive perk from the paid subscription access. If you want to have full access to The Global Investor content and to become a better investor internationally, consider subscribing for the paid version and testing it out
Dec. 9, 2021, 6:14 p.m.
EM News Roundup #2: Hello Global Investors, After the first edition of the roundup and some good feedback, here's the second edition of the roundup. This week was riddled with a lot of news about inflation, some important Earnings Releases and an important political decision in Brazil. Hope you enjoy and don’t forget to subscribe:
Nov. 21, 2021, 11:50 p.m.
ADYEN DEEP DIVE - A Small Problem: Hello everyone, Due to a substack bug, today’s ADYEN Deep Dive wasn’t sent out to everyone it should, so I’m sending you this post so you can take notice and access the article easily. I’m sorry for the incovenience, here it is:
Nov. 4, 2021, 2:03 p.m.
Going paid: Hello, everyone, I have an important announcement to make, The Global Investor is going paid. I know that this might be a disappointment to some of you who thought that The Global Investor would stay free forever but there are several reasons why for this step.
Nov. 2, 2021, 1:30 p.m.
Goodbyes are never easy: Hello everyone! IQ speaking here! As you might already imagine by the title of this short article, I am leaving The Global Investor. I have been offered an investment-related professional (and personal) opportunity that I simply couldn’t reject and to which I will have to allocate 110% of my time. This new venture will allow me to do what I love (researching companies) full time. Don’t worry, I’ll be able to give information about it in a couple of months through my
Oct. 29, 2021, 10:40 p.m.
It's OK to be wrong: If you are a current subscriber, welcome back to another article. If you are a new reader and want to have access to future articles and deep dives of “The Global Investor Newsletter”, make sure you subscribe! The next deep dive will be a combined research on Farfetch (FTCH) by both B&H and IQ.
Aug. 24, 2021, 1:09 p.m.
