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.
Hhhmm? Not sure about dloc. Some of the financials look a bit iffy (FCF). Growth?? Is there really a moat with the likes of Ayden in the frame. FX risks as well.
Having said all that it'll probably take off like a rocket đŸ¤£
I'm not sure the network effects compare to Visa given its small stake. Also concerned with the declining FCF trends. Can margin expansion go to 50%. Also any operational advantages such as AI/data? Also faces competitive risk from EBANX/Rapyd/crypto.
However, It does seem undervalued, and strong growth in an emerging market and its tackled hard problems (solving cross border payment challenges
Hhhmm? Not sure about dloc. Some of the financials look a bit iffy (FCF). Growth?? Is there really a moat with the likes of Ayden in the frame. FX risks as well.
Having said all that it'll probably take off like a rocket đŸ¤£
I'm not sure the network effects compare to Visa given its small stake. Also concerned with the declining FCF trends. Can margin expansion go to 50%. Also any operational advantages such as AI/data? Also faces competitive risk from EBANX/Rapyd/crypto.
However, It does seem undervalued, and strong growth in an emerging market and its tackled hard problems (solving cross border payment challenges
Are you adding it to your portfolio?
What’s going on with FCF? Negative over a billion
Much appreciated being a dloc stock holder
Are we gonna buy it?
Well explained
Do you think this could play out like some of the stocks you usually recommend? ($OSCR, $LMND..) I personally hold a small position in DLo