I’m an equity research analyst at Alerce Capital, where I’ve spent the last five years covering Indulgence (Netflix, Spotify, Uber, and others), Fintechs, and Luxury. Earlier, I worked three years in Fund Services at BTG Pactual and two years as Director of Compliance at GrandPrix capital. I hold an M.S. in Finance from the University of Miami, where I graduated as valedictorian, and I earned the CFG and CGA certifications when I returned to Rio de Janeiro. My research style mixes bottom-up fundamentals with a strong process orientation. Focusing on KPIs, unit economics, and capital allocation.More...