CapexAndChill
The Deep Dive Hub
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 9 months ago | Last Issue | 9 days ago |
| Active | |||||
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capexandchill.substack.comLatest Issues
The Market Is Ignoring Nubank
What is the Market Implying for Nu?
Nu is now trading at around a $75 billion market cap. This past quarter it just generated $1.06 billion in net income, which comes out to a $4.24 billion annualized run-rate. To get a sense of what th...
The Price of Mercado Libre's Dominance
Another Earnings Slump for Mercado Libre
Unsurprisingly, Mercado Libre’s second quarter earnings did not impress Wall Street. Wall Street was more concerned about the 550 basis point compression in operating margins than surpassing $10...
Unpacking ServiceNow’s Q2 Earnings
In this post, we will be moving past the headline Q2 beats to take a look at the margin engineering, the purpose of the recent M&A spree, and the tension associated with the AI enterprise.
The Disconnect Between Market Sentiment and th...
Netflix Disappoints on Guidance but Managing for the Long-term.
Netflix just reported its second quarter 2026 earnings. The financial results show Netflix is highly disciplined. Revenue reached 12.6 billion dollars. This is a 13 percent increase year over year, or 12 percent adjusting for foreign excha...
MercadoLibre’s "Full China" Strategy
MercadoLibre’s Q4 2025 results spooked the market, despite putting up some historic headline numbers. Even with revenue jumping 45% year-over-year to $8.76 billion, gross merchandise volume hitting $19.9 billion, and total items sold surgi...
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Authors
The writers behind this newsletter.
Long-term value investing. I enjoy deep-diving \ud83e\udd3f into companies and sharing my findings.
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