STONE CO. (STNE) Stock Update: Brazilian Fintech promising YUUUGE returns!

#stocks #investing #etoro

Emerging markets have generally faired poorly with the rising USD strength of late.
Brazil however, appears to be doing comparatively better due to their native energy supply.
I've spoken a lot about owning capital UN-intensive, royalty type businesses in an inflationary environment and STNE for me fits that description.

In this video I break down the stock's performance Vs the originial thesis and why I think the company has been way oversold and could potentially deliver compounding IRRs in the 20-30% range for years to come.

Enjoy & DYODD.
Benjamin.

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[cianle-ginger]

Great video Benjamin. I have a starter position under $10 and am considering upping my allocation on any weakness

[rickfool]

also worth adding India, Brazil, Indonesia have been hugely promising growth markets since the 70s.

[rickfool]

a lot of investors are basically just speculators vaguely following a value framework. inputs for dcf model, growth projections, PE multiples, management execution are pure speculation. companies like stone require more speculative assumptions than Geo. which is why ill never buy more than a tiny position in stone but feel comfortable going long size in Geo.

[db]

whats the phrase, new paradigm or paradigm shift? anyways thanks for covering StoneCo