Guest Interview, Giro Lino
Ex LatAm Hedge Fund Manager, with a rich expert network in the region, and author of Giro Lino
Good morning,
Today I am excited to share a discussion I had with the author of Giro Lino, a LatAm focused newsletter, authored by an Ex-HF manager with a rich expert network in the region. In today’s discussion, we discuss several sectors in the region (payments, commerce, traditional banking, macro), as well as individual companies (StoneCo STNE 0.00%↑ , Mercadolibre MELI 0.00%↑ , Amazon AMZN 0.00%↑ , Sea Limited SE 0.00%↑ , Etsy ETSY 0.00%↑ , Elo7, NuBank). As well as diving into the nuances of investing in LatAm, which might be obtuse to most American or International investors.
I did get the pleasure to chat, at length, with Giro (pseudonym, by the way) several months ago, and have been in close contact ever since. I first reached out after having read his newsletter for some time. Today’s discussion is genuinely one of my favourites I have conducted thus far, partially because the area of focus (LatAm) is one we have not covered in great detail before at Investment Talk. But mostly, because the answers were of great quality and in…