Hi
I came across an amazing deep dive on a-cross-boarders payment solution company called dLocal, which i wanted to share with you:
https://mtcapital.substack.com/p/dlocal-ltd-dlo
I found the DD via the author on twitter: https://twitter.com/MT_Capital1/status/1453708516716392448?t…
The deep dive highlights truly remarkable qoq revenue growth, gross merchandise volume and gross profit, Their net revenue retention is in the range of 170-180%!
I’ll be watching the company carefully. Looking forward to their next earnings and hoping for a good buying opportunity at the lockup expiration date on nov. 30th.
Best regards
Slupin