TIP834: DLocal (DLO): Multibagger Potential with Decade-Long Runway w/ Daniel Mahncke & Shawn O’Malley

You're listening to TIP. Welcome back, folks, to the Investors Podcast, episode 834. And the last stock I pitched to you, Sean, was Pinduado, by many measures, the largest e commerce company in the world. Trading at a low single digit earnings multipler with about sixty percent Of the market cap in cash.

fascinating company and opportunity. One of the most surprising things to me was the connection to Buffett and Berkshire and today's company I don't think has any surprise connections to Buffett that I'm not aware of. I wish it would, but unfortunately I cannot offer that today. But it's yet another name with lots of growth. High margins. Trading at a mid teen multiple, so slightly more expensive, but still relatively cheap, I would say, and also with a lot of cash on the balance sheet.

Although it's not sixty percent off the market cap this time. And it's earlier in its life cycle, so we could have a company here that generates exceptional returns for maybe decades to come. That's the idea. Since 2014, with more than 200 million downloads. We have interviewed the world's best investors, studied deeply the principles of value investing, and uncovered many compelling investment opportunities. We focus on understanding businesses and intrinsic value, investing accordingly, and sharing everything we learn with you.

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