Thunderdome: Brazilian FinTech Part 3
Five Stocks Enter, One Stock Leaves - Welcome to Bartertown
Hello and welcome back to this dive into the competing Brazilian FinTech platforms. We finished Part 1 with a quick summary of the businesses and their market position. Part 2 was an homage to Nu Holdings (NU), but the valuation is not cheap, and even Berkshire Hathaway recently trimmed their position by 20%.
The five Brazilian FinTech companies are PagSeguro (PAGS), StoneCo (STNE), Inter & Co (INTR), XP Inc (XP), and Nu Holdings (NU).
For today, the conclusion, what I am buying and why:
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