Feb. 10 at 5:54 PM
It is a well known fact that once you fail to gain the confidence of the Wall Street establishment, it is virtually impossible to change that situation.
dLocal is showing incredible growth in both revenue and profit, has an unparalleled moat (and a stellar list of triple A customers) no debt, but WS will continue to bid down the P/E to offset any profit growth.
Silly but unflinching emphasis on the take rate (which in the DLO CEO’s words is nothing but a %) is embraced by most WS analysts.
This almost xenofobic tendency is visible with other global south and east fintechs as well.
So why fight the tape? In short I’m beginning to give up on
$DLO
Great company but dead money. Any views?
