StoneCo Should Still Grow Revenue at 33% Going Forward, Still So Cheap & Piling Cash - Q1 Analysis

StoneCo #StoneCo #STNE $STNE, the Brazilian payments fintech for small business (which I dub the "Square of Brazil") reported a "steady eddy" type of a quarter for a high growth stock. Outlook for next quarter is good, gross margin is way up, seasonality of moving from Q4 2022 to Q1 of 2023 barely shows, and their cash pile is growing... along with their Adj EBT and net income. This is where the core of this video lies, StoneCo, a business still predicted to grow at 33%, is not raising marketing expense. Marketing expense is essentially flat, as the business caters to Wall Street and tries to show positive and strong earnings. The business is catering to wall street, and this is why their stock has been up quite a bit. The question becomes, in the future, what will this cash cow company do with its cash on the balance sheet? I would like to see more marketing expense. In this first quarter Q1 earnings analysis of STNE stock, I explain my views on this company and why I consider it still a buy for me, why I'm glad to own it along Warren Buffett and Cathie Wood!

As always, this video is NOT investment advice, and none of the contents should be construed as such. I do not make short-term or long-term price predictions for any stock investment, and all words spoken in this video are for entertainment purposes ONLY .

[bobehlen]

Thank you for this! I just increased my position a couple days ago. I think it will easily hit $25 in the next 12-18 months

[ms]

Congrats to 2, 000 subscribers. Still much too low for the great content provided

[BrokenIrish]

Thanks for making this video! Hope your vacation went well

[rogerhe]

Thank you for this! I just increased my position a couple days ago, my cost is @ $57😥

[dannyhollinger]

I’m hoping to buy in if it drops a little more
Thanks great content

[kylescott]

It’s been a pleasure watching your videos and listening to your practical yet innovative style of investing! Thanks! Your enphase videos were tops, and even inspired me to use the stock for my investment class project. Their analytics on the bb terminal looked great! Do you think they’ve started their next big run?

[romanru]

Hi, what do you think about xometry? Can you make a similar video about it, please?

[leomega]

Do you mind adding the symbol YOU (Clear Secure) and the symbol ME (23andme) to your spreadsheet and share your thoughts?

[jays]

Absolutely filthy company 🔥 just dropped 10 grand usd on shares