The Global Investor

Henrique de Farias Sariedine
Various articles, from deep dives to general investing, from companies all around the globe
Created 07 Apr 2021
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  • JD Q32021 Earnings Digest
    02 Dec 2021 • 15 min read • 1 0
    Hello Global Investors, Today we’ll be taking a look at a position most of you know I’m very bullish on, JD. My bullishness on China has been tested this year by macro and regulatory factors. However,...
  • EM News Roundup #2
    21 Nov 2021 • 2 min read
    Hello Global Investors, After the first edition of the roundup and some good feedback, here's the second edition of the roundup. This week was riddled with a lot of news about inflation, some importan...
  • Mercado Libre's Q32021 Earnings Digest
    15 Nov 2021 • < 1 min read
    Hey, Global Investors, Today, I’ll be giving a go at the latest Mercado Libre Earnings Report. Mercado is a position of mine I see a lot of potential in, and this ER has proven - once again - that my ...
  • EM News Roundup #1
    15 Nov 2021 • 2 min read • 2 0
    Hello Global Investors, Today I’m gonna be releasing the first article of a series of weekly to bi-weekly roundups on news from Emerging Markets. I figured that many investors interested in economies ...
  • ADYEN DEEP DIVE - A Small Problem
    04 Nov 2021 • < 1 min read • 1 0
    Hello everyone, Due to a substack bug, today’s ADYEN Deep Dive wasn’t sent out to everyone it should, so I’m sending you this post so you can take notice and access the article easily. I’m sorry for t...
  • $ADYEN | Adyen Deep Dive
    04 Nov 2021 • 7 min read • 2 1
    The war on cash is well underway although it is still in its very early innings. There is one company that has managed to consolidate a leadership position in the Digital Payments industry while direc...
  • Going paid
    02 Nov 2021 • 1 min read • 1 0
    Hello, everyone, I have an important announcement to make, The Global Investor is going paid. I know that this might be a disappointment to some of you who thought that The Global Investor would stay ...
  • Goodbyes are never easy
    29 Oct 2021 • 2 min read • 8 2
    Hello everyone! IQ speaking here! As you might already imagine by the title of this short article, I am leaving The Global Investor. Does it mean that The Global Investor is closing? No, it doesn’t! B...
  • SE vs MELI vs Local Players
    26 Oct 2021 • < 1 min read • 12 7
    If you are a current subscriber, welcome back to another article. If you are a new reader and want to have access to future articles of “The Global Investor”, make sure you subscribe! Subscribe now Re...
  • Pinterest is just different
    14 Oct 2021 • < 1 min read • 9 7
    If you are a current subscriber, welcome back to another article. If you are a new reader and want to have access to future articles of “The Global Investor”, make sure you subscribe below! Subscribe ...
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