Explosive fintech growth and the investment thesis in StoneCo

preview_player
Показать описание
StoneCo is a leading provider of financial technology solutions that empowers merchants and integrated partners to conduct electronic commerce seamlessly across in-store, online, and mobile channels. StoneCo is a modern fintech payments company in Brazil with exponential growth.

In this video, we assess the investment thesis in StoneCo from a macro standpoint by looking at the overall fintech growth metrics. We also examine the fintech sector outlook in Brazil and re-examine the investment thesis in StoneCo including some specific risk factors.

Topics:
00:00 Introduction
00:57 Fintech CAGR and Demand Drivers
01:46 Global Deal Activity in 2020 and Key Trends
02:58 Fintech Performance During Covid
03:59 Brazil’s Fintech Landscape
06:26 Revisiting the Investment Thesis in StoneCo
08:25 Risks of StoneCo

Check out our free Research Series to get an insight into high-quality compounder businesses for free:

Join our Facebook investment group (where we discuss interesting investment topics & great businesses):

Check out our blog with interesting investing content:

Check out our comprehensive course on Investing Fundamentals suitable for beginners as well as for advanced levels. It includes easy-to-watch short videos & case studies, which will provide you with step-by-step guidance and a roadmap towards becoming a better investor. You will learn to confidently search for, analyze and invest in great businesses with the tools that we provide in this program:

Check out our comprehensive course on Options Strategies to complement Long Term Investing:

DISCLAIMER:
This video is purely for informational and educational purposes and NOT investment advice. This video is distributed with the understanding that our representatives are not engaged in rendering legal, accounting, investment, or other professional services. If the viewers require expert financial or other assistance or legal advice, a competent professional should be consulted. We have carried out the research based on our own interest in this company and we cannot guarantee the accuracy of the information contained herein in the video. We disclaim any responsibility for any liability, loss, or risk, professional

#MoneyWiseSmart #StoneCo #StoneCoInvestment #StoneCoBrazil
Рекомендации по теме
Комментарии
Автор

What are your thoughts on StoneCo (STNE) as a stock investment? Do you think the company is good or bad? Let us know in the comments below!

MoneyWiseSmart
Автор

Thanks for the sharing! Do you think strong fintech competition from PAGS or Getnet will impact/suppress STNE's growth?

siyongw