Value Degen’s Substack

Value Degen’s Substack

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Value Degen’s Substack
Thunderdome: Brazilian FinTech Part 3

Thunderdome: Brazilian FinTech Part 3

Five Stocks Enter, One Stock Leaves - Welcome to Bartertown

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Unemployed Value Degen
Nov 22, 2024
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Value Degen’s Substack
Value Degen’s Substack
Thunderdome: Brazilian FinTech Part 3
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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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