I have a previous article on DLO where I built a model for 2030, feel free to check it out. It does need updating, though, so I’ll definitely get to that in the future. Thanks! :)
What an amazing post! New follower from Argentina! Do you have any DFCF of Dlo? A price target based on his growth? I am just asking. Keep doing this posts, they are incredible.
Would love to have some easy to understand hands on examples for the many different type of transactions mentioned. Only in the very end you mentioned that cross border transactions are important. If you give more hands on examples, then me (and your readers) can benefit, because we will be able to judge macro/everyday impacts on the company better…
Other than that: Thanks a lot. I am a huge fan. And I have been profiting of your work with NBIS and DLO.
Thanks a lot Phillipp! I’ve covered this in my Deep Dive on the company, but here are a few simple examples:
Imagine you want to call an Uber in Argentina. You’ll pay in pesos, but Uber wants to receive USD, DLocal handles that transaction by being integrated with and local payment methods in the region. The same goes for someone ordering from Nike or Amazon in Egypt (random example again), or if you’re sending money to a family member in another country with a different currency, or if you're paying a subscription from Spotify, etc.
Essentially, DLocal makes it seamless for businesses and individuals to pay and get paid across different currencies and countries, which is especially complex in emerging markets.
As usual a gr8 summary. Hopefully the stock will give me an opportunity to buy as I've been monitoring it but did not have the cash. I'll have to seek something else to buy this as LATAM & EM overall is very attractive area for digital companies.
It would be good if you can release some info on your PT for $DLO, and possible time frame to achieve the PT range. Thanks
I have a previous article on DLO where I built a model for 2030, feel free to check it out. It does need updating, though, so I’ll definitely get to that in the future. Thanks! :)
Wonderful, thank you.
Nice one! I’ve re-read several times now.
What an amazing post! New follower from Argentina! Do you have any DFCF of Dlo? A price target based on his growth? I am just asking. Keep doing this posts, they are incredible.
I have an article with a 2030 Price Target, but it probably needs an update. Thanks a lot Iñaki! :)
I love your analysis and learning from you…God bless you dear friend.
Much appreciated sir! :)
How can I sucribe you
Would love to have some easy to understand hands on examples for the many different type of transactions mentioned. Only in the very end you mentioned that cross border transactions are important. If you give more hands on examples, then me (and your readers) can benefit, because we will be able to judge macro/everyday impacts on the company better…
Other than that: Thanks a lot. I am a huge fan. And I have been profiting of your work with NBIS and DLO.
Thanks a lot Phillipp! I’ve covered this in my Deep Dive on the company, but here are a few simple examples:
Imagine you want to call an Uber in Argentina. You’ll pay in pesos, but Uber wants to receive USD, DLocal handles that transaction by being integrated with and local payment methods in the region. The same goes for someone ordering from Nike or Amazon in Egypt (random example again), or if you’re sending money to a family member in another country with a different currency, or if you're paying a subscription from Spotify, etc.
Essentially, DLocal makes it seamless for businesses and individuals to pay and get paid across different currencies and countries, which is especially complex in emerging markets.
Great earnings summary!!!
As usual a gr8 summary. Hopefully the stock will give me an opportunity to buy as I've been monitoring it but did not have the cash. I'll have to seek something else to buy this as LATAM & EM overall is very attractive area for digital companies.