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Which podcasts are discussing DLO?
5 ATTRIBUTED IDEAS · 1 EPISODE · 1 SHOW
The shows
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
30 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 01:05
DLocal thesis: operating leverage and buybacks drive upside
“The bull case for DLocal rests on total payment volume outstripping gross profit decline, driving operating leverage and significant share repurchases as the investment cycle closes.”
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley · with Decade-Long Runway
Core thesis · 5/5Verify in source →
30 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 12:15
D-Local's scale and licensing build structural moat
“The bull case argued for D-Local is that its local regulatory licenses, massive transaction data volume, and deep network of emerging market integrations create a flywheel that protects it against competition and merchant disintermediation.”
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley · with Decade-Long Runway
Core thesis · 5/5Verify in source →
30 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 02:18
D-Local's cross-border payments moat in emerging markets
“The bull case presented for D-Local argues that it acts as an indispensable, single-API cross-border payment gateway bridging global tech giants to fragmented emerging market payment rails.”
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley · with Decade-Long Runway
Core thesis · 5/5Verify in source →
30 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 02:25
Payment processing faces structural take-rate erosion
“The bear case argued against general payment processors is that payment execution is structurally a commodity, driving long-term take rates down as merchant scale increases and competition forces price discounts.”
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley · with Decade-Long Runway
In depth · 4/5Verify in source →
30 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 07:30
Argentina deregulation improves D-Local earnings quality
“The speakers argued that economic reforms and the removal of currency controls in Argentina trade short-term take-rate volatility for higher long-term earnings quality and reduced political risk.”
TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley · with Decade-Long Runway
Substantive discussion · 3/5Verify in source →
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