DLocal, a new invest and investigate!
9 months ago
The Reservist
"DLO: Emerging market payment processor, 92% 6yr TPV CAGR, 25% forecast EBITDA growth. 13x NTM EBITDA. Strong mgmt, sticky biz w/ top clients. Risks: declining take rate (1.4% to 1.1%), margin pressure from headcount growth. Huge TAM, but competition & fintech landscape unclear. Invest & investigate further."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
DLocal, a new invest and investigate!
Source:
The Reservist
Published:
March 10, 2025
Idea Type:
Stock Idea