Archive - Global Equity Briefing

Google Investment Case

Search, Cloud, YouTube, and AI

Jan 19 •

Amazon Investment Case

3P, Advertising, and Amazon Web Services

Jan 5 •

December 2024

Briefing: Visa vs Mastercard

Understanding the payments Duopoly

Dec 15, 2024 •

Briefing: The Collapse of Nokia

Main causes and learnings for today's tech giants!

Dec 3, 2024 •

November 2024

October 2024

September 2024

Mercado Libre. More than Amazon! Equity Research! Part 3/3

Opportunities, Financial Analysis and Valuation

Sep 29, 2024 •

August 2024

Mercado Libre. More than Amazon! Equity Research! Part 2/3.

Mercado Pago and Business Risks

Aug 8, 2024 •

July 2024

Mercado Libre. More than Amazon! Equity Research! Part 1/3.

Facilitating trade and transportation of goods!

Jul 25, 2024 •

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