Opening new positions - DLocal Limited
6 months ago
The Reservist
"DLO: Competition intensifying in LATAM (especially Brazil/Mexico) as major payment processors enter market. Poor corporate governance with questionable dividend policy. Customer concentration risk (two clients >10% of revenue). Current valuation offers downside protection. PayPal partnership positive. Strong CEO (Pedro Arnt)."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Opening new positions - DLocal Limited
Source:
The Reservist
Published:
June 19, 2025
Idea Type:
Stock Idea