XP Inc (NasdaqGS:XP): Secondary Offer and Valuation Are Catalysts for Share Price Correction
General Atlantic and XP Controle Participacoes have announced that they will be selling down their stakes in a secondary offering, now that...
358 Views
XP Inc (NasdaqGS:XP): Secular Growth Opportunity, but XP Is Not Immune to Competition
The secular opportunity for XP Inc (XP US) is to win share from the incumbent big banks, and attract new retail investors, with its superior...
322 Views
XP Inc (NasdaqGS:XP) - 4Q19 KPIs; AUC Growth Ahead of Our Expectations
AUC growth for 4Q19 was ahead of our expectations at 17% QoQ and 103% YoY, despite slower than expected growth in active clients We believe that...
309 Views
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...
640 Views
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...
505 Views