DLocal: High Quality Growth At 30% Discount To Fair Value!
Stellar business, stellar growth yet abysmal stock performance. The market remains overly pessimistic despite the signs of progress which creates a big opportunity for investors.
The best businesses are those that are both inflation and recession-proof.
These businesses may experience successive cycles of rapid and slow growth. Some years they grow 20%, others they grow 6%, but they grow regularly over the long term.
Those businesses have a high likelihood of turning into so-called “compounders.”
Do they really exist? They do.
Take…