Sep. 12 at 5:24 AM
A bidding war for dLocal
$DLO in my view will become unavoidable when Visa
$V and Mastercard's
$MA competitive rivalry converges on the recognition that dLocal's unique assets—its network of local payment methods, its expertise in fragmented markets, and its simplifying API solution—are essential for their long-term growth in the high-stakes, high-growth Global South.
The company's strategic position as a leader in a critical and difficult-to-penetrate market segment therefore makes it a prime acquisition target.
