Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
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XP Inc (XP US): This Brazil Fintech's Growth Potential Warrants the Premium IPO Valuation
XP Inc (XP US) management has announced its IPO on Nasdaq which is set to price this week, making it the largest Brazilian corporate IPO in 2019...
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XP Inc IPO: Strong Business but Overpriced
XP Inc is the largest digital brokerage in Brazil with about 1.5m retail clients and R$350bn in assets under custody. It is a technology driven...
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