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Posted by
Two Blokes Jul 28 -
Filed in
Stock
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DLocal offers unique exposure to emerging market digital payments, with vast TAM and a strong moat against both local and global competitors. The company's profitability flywheel, geographic expansion, and full-stack fintech ambitions provide substantial long-term growth opportunities. Risks include high merchant concentration, currency volatility, and potential take rate compression from global fintech entrants.
