Jun. 8 at 3:44 PM
$DLO
Third largest position. Added common shares last week. Added some long-dated 2028 calls at 12 dollar strike today.
Confident in management and growth prospects.
Profitable, annual dividend payer, authorized share buyback available.
Grew gross profit by 40% YoY in Q1 but forward PE of only 13x.
High growth + value pricing + FCF return to shareholders.
Check, check, check.