Giro's Newsletter
Giro LinoAn independent investment newsletter that offers insightful analysis of LatAm's most incredible businesses and impacting events.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 118 | Subscribers | Read | giro.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Uncovering Value in GPA's Spin-off of Exito: Part II
Welcome to Part II of our in-depth analysis of the Exito spin-off from (GPA or PCAR in this post). In our previous post, we examined the strategic rationale behind the spin-off and its potential benefits for both companies.
Unlocking Value: Examining the GPA-Exito Spin-off [Part I]
Welcome to the first part of a two-part blog series where we dive deep into an intriguing spin-off event set to occur in the coming months. Today, we'll examine the rationale behind CBD's decision to spin off its Exito operation and the pot...
MELI 2022 Performance Review
Welcome to our latest analysis of MELI's impressive performance throughout 2022. In this post, we'll delve into the key drivers behind their success, explore the challenges they've faced, and discuss their strategic approach in managing the...
Food for Thought #24
Hello, dear readers! I hope you've all been doing well in my absence. After a six-month hiatus, I'm thrilled to be back and reconnect with each of you through my writing.
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Authors
The writers behind this newsletter.
Former Equity PM (hedge fund). Live, eat and breathe investing.
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