Modeling Stone - Q' Update
Hi. As promised, in this post, I’ll review our quarterly update on Stone, presenting a short overview of key
StoneCo (STNE)
Explore the latest news, insights, and in-depth analyses on StoneCo (STNE). Stay informed about StoneCo's financial performance, strategic initiatives, and market position. Delve into discussions on StoneCo's role in the fintech industry, its technological advancements, and competitive landscape. Get comprehensive coverage of all things StoneCo here, including earnings reports, stock analysis, and industry trends.
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STNE 1Q22: Not a Turning Point, Yet
I’ll never forget when I read Mr. Piau’s comment about acquiring the 5% of Banco Inter. My first concern was the funding, so I started asking the street, and Stone was issuing its first bond. I was amazed.
Giro Recap #2
There are two general uses of clouds. One is what's it's called infrastructure as a service (“IaaS”), which Microsoft is an exceptional player.
STNE 1Q22 Earnings Preview
With Stone’s earnings approaching, we decided to share our earnings preview for Stone’s 1Q22. Okay, so what you should be looking for in the earnings release?
Giro Recap
I write a lot of stuff, so the idea is to offer a filter to what you cannot miss. Enjoy it. The ranking is based on unique views, free/paid new subscribers, and open rate — all relative.
Food for Thought #17
Since Thursday, the market has been speculating that BTG Pactual and Stone would be negotiating an M&A — actually, BTG Pactual would be the buyer. Stone's gossip began in Dec of 2021 when the company hired JP Morgan to assess strategic options.
You Should Know $VTEX
VTEX is an exciting firm. Even though most investors believe that SaaS companies offer similar products, the architecture they’re built upon plays with an impressive relevance in the product design.
Thoughts On Shopify ($SHOP)
I expect to share with readers what is occurring internally with Shopify and how the company is changing its business over time.
Food for Thought #11
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Food for Thought #6
Dive into market insights and strategies with a focus on geopolitical impacts, commodity supply, and investment opportunities in metals and tech stocks. Understand how to navigate the current financial landscape.
Food for Thought #5
Dive into market trends and strategies with insights on Brazilian banks, commodities, and upcoming elections. Learn how to navigate the financial landscape with expert analysis.
Food for Thought #4
Today’s outline * Long-Term vs. Short-Term * Review Estimates * Raising Funding Cost ($STNE) * Change in Regulation ($XP) * The bumpy road ahead