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.
If they guide for 20m one-offs per quarter, are those really one-offs or rather recurring one-offs?
Nice note - good company.
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.