Feb 26Liked by Wolf of Harcourt Street

If they guide for 20m one-offs per quarter, are those really one-offs or rather recurring one-offs?

Expand full comment
Apr 8, 2023Liked by Wolf of Harcourt Street

Nice note - good company.

Expand full comment
Mar 25, 2023Liked by Wolf of Harcourt Street

Thank you for sharing. I really liked the report.

Although I live abroad for the last 10 years, I'm from Argentina and I can confirm they have an increasing strong presence in people's life. They are an unstoppable force and competitors will have to give their best to maintain their pace. Specially companies like Amazon that doesn't completely understand the nuance of how to operate in the region.

Expand full comment