Recent Editions

All of our previous posts

Strategy

Jul 26, 2026

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6 min read

Convergence Gambit

How three years of cost discipline rebuilt Televisa's capacity for M&A.

Jul 19, 2026

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5 min read

Mandate Ceiling

One feed, four prices: how World Cup rights got monetized in LATAM.

Strategy

Jul 12, 2026

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6 min read

Exit Velocity

Latin American telecom changed owners, not structure. The balance sheet decides who consolidates next.

Strategy

Jul 5, 2026

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6 min read

Leverage License

América Móvil carries the biggest telco debt in LATAM. Leverage tells the opposite story.

Jun 22, 2026

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5 min read

SpaceX's Record Is the Easy Part

The largest IPO in history opened a listing window that now ties SpaceX, OpenAI, and Anthropic to a single variable.

Jun 2, 2026

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5 min read

The Wrong Argument About Sales Comp

The margin lever is not where everyone is looking.

earningsHub

May 19, 2026

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5 min read

How to Read Any Company in Four Numbers

Growth, profitability, cash, customers. Everything else is noise.

earningsHub

Apr 29, 2026

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5 min read

The most under-used chart in business

A template, a five-question audit, and four lines to say in your next board meeting.

earningsHub

Apr 7, 2026

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13 min read

What the top Tech IPOs really measured

An upcoming IPO could be 10x larger than Alibaba's all-time record.

earningsHub

Mar 17, 2026

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9 min read

Latin America’s Telco Power Map

Who leads, who follows, and where the next shifts may emerge.

earningsHub

Feb 24, 2026

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8 min read

Spotify’s +€833M operating income walk

One chart shows the bridge, not just the result

earningsHub

Feb 18, 2026

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9 min read

The Broadband Reset

Convergence is no longer a bundle. It’s churn insurance.

earningsHub