I make financial software and post about company fundamentals. Finance is better visually.
Charts API 👉🏻
Joined June 2011
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Bought a bit of $WIX at $52 a couple weeks ago.
It’s not even a strong thesis for me, I just thought it was too undervalued.
In hindsight, I should have bought a lot more, specially for the buybacks.
$NVDA is reporting in under an hour, I don't even own the stock and I'm kinda nervous.
Alejandro Chavez retweeted
$DLO down again AH because the market still doesn't understand the business.
Margin and take rate compressed but TPV is up 92% YoY.
They are raising 2026 TPV guidance to 60%–70% YoY growth and gross profit guidance to 25%–30% YoY growth.
More dollars flow to the bottom line
Pedro Arnt became sole CEO of $DLO in March 2024.
From day one, he made it clear he wasn’t focused on short-term optics, but on optimizing the business for long-term value creation.
Since then, TPV growth has accelerated sharply.
Hard to ignore the change in trajectory.
Yup. Market doesn't get it yet on $DLO
The market reaction to $DLO's Q2 results feels like the same old story: noise around margin compression and lower take rates.
Again, if that’s more than offset by TPV growth, I’m all for it.
+92% YoY TPV growth is simply outstanding.
All going according to Pedro’s plan.
Small miss on EPS, $DLO will be dumped in this market. I'll probably buy more.
$UBER total trips reached a new all time high in Q2, despite the revenue miss.
$SPCX just hit 12 million Starlink subscribers on Q2
Starlink ARPU ($ per month) $66
What a crazy growth!
$PLTR dilution is not bad at all.
Specially because even tho SBC is still 13% of revenue, I think they're still doing buybacks no?
