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Nubank: FP&A Process, Credit Cohort Modeling & Cost of Risk

Partner Interview
Nu•BR•Large CapMercadoLibreShopeeFinancialsConsumer DiscretionaryInformation Technology
Jul 17, 2026

MercadoLibre Logistics: Last Mile Cost Structure & Network Economics

Partner Interview
MercadoLibre•UY•Large CapShopeeConsumer DiscretionaryInformation Technology
Jul 13, 2026

Nubank: Culture, Efficiency, and the Path to ARPU Growth

Partner Interview
Nu•BR•Large CapMercadoLibreFinancialsConsumer Discretionary
Jul 6, 2026

Nubank: NuPay Closed-Loop Payments & Building a Financial Ecosystem

Partner Interview
Nu•BR•Large CapShopeeMercadoLibreFinancialsInformation TechnologyConsumer Discretionary
Jun 15, 2026

Nubank Mexico: Unit Economics, Risk Management & Banking License Strategy

Partner Interview
MercadoLibre•UY•Large CapNuConsumer DiscretionaryFinancials
Feb 25, 2026

Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil

Partner Interview
MercadoLibre•UY•Large CapShopeeAmazonSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Feb 16, 2026

Mercado Pago vs Nubank: Credit Card Underwriting & Market Share in Brazil

Partner Interview
MercadoLibre•UY•Large CapNuConsumer DiscretionaryFinancials
Feb 2, 2026

Mercado Libre: FMCG Economics & Competition

Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 5, 2025

Mercado Libre: Logistics Network Automation & Operating Leverage

Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 1, 2025

Coupang: Infrastructure Strategy & Data-Driven Decision Making

Partner Interview
Coupang Inc•US•Large CapAmazonSeaMercadoLibreAllegroJD.com, Inc.AlibabaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication Services
Nov 27, 2025

Mercado Libre: Mercado Pago Buildout & Nubank Competition

Partner Interview
MercadoLibre•UY•Large CapRevolutNuConsumer DiscretionaryFinancials
Nov 11, 2025

Mercado Libre: Mexico’s Fulfillment Buildout

Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 11, 2025

Nubank: Mexico & Brazil Comparison

Partner Interview
Nu•BR•Large CapMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
Sep 16, 2025

Nubank: Mexico Market & Growth Drivers

Partner Interview
Nu•BR•Large CapCapital One FinancialMercadoLibreBanco Bilbao Vizcaya ArgentariaFinancialsConsumer Discretionary
Sep 10, 2025

Nubank: Mercado Pago Competition

Partner Interview
Nu•BR•Large CapMercadoLibreRevolutFinancialsConsumer Discretionary
Sep 1, 2025

Nubank: Banking Economics

Partner Interview
Nu•BR•Large CapMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
Aug 28, 2025

Nubank: High-Income Product Strategy

Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
Jun 25, 2025
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Weekly update

Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins

ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
Jun 24, 2025

Nubank: Culture & NPV Discipline

Partner Interview
NuMercadoLibreCapital One FinancialFinancialsConsumer Discretionary
Jun 23, 2025

Sea Limited: The Shopee Brazil Playbook

Partner Interview
SeaShopeeMercadoLibreAmazonTemuMagazine LuizaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology
Jun 23, 2025

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