One year ago I saw this company was trading at premium multiple due excellent revenue growth and it has been profitable since it is still small market cap.
today , crisis in Brazil send this stock back to where it was 1 year ago.
I think the problem is short term and able to solve.
Soon investors are going to forget what happened in the past.
Long here at market cap 9B is less risk
Revenue , conservative assumption when it is all recovered , should be around 800~1B$.
you can imagine NPM 30-35% is doable from loan business. The interest rate in Brazil is skyrocket , this company help sellers reach to cheaper source of fund and get small businesses digitized.
Underserved group in Brazil is quite large.
Government seems to be harmless compared to China.
Safer Bet Here
@ 11 Nov 2021
Let's see what happen in next year
Good Luck !
today , crisis in Brazil send this stock back to where it was 1 year ago.
I think the problem is short term and able to solve.
Soon investors are going to forget what happened in the past.
Long here at market cap 9B is less risk
Revenue , conservative assumption when it is all recovered , should be around 800~1B$.
you can imagine NPM 30-35% is doable from loan business. The interest rate in Brazil is skyrocket , this company help sellers reach to cheaper source of fund and get small businesses digitized.
Underserved group in Brazil is quite large.
Government seems to be harmless compared to China.
Safer Bet Here
@ 11 Nov 2021
Let's see what happen in next year
Good Luck !