A message from our parters at Stansberry Research Dear Reader, Circle October 1 on your calendar. Because on that day, a plan quietly set in motion by President Trump could trigger a $100 trillion transfer of government-owned wealth into the public markets. Oil. Natural gas. Lithium. Gold. Rare Earth Minerals. Timber. Even land rights. All of it... sitting idle for decades... may soon be auctioned, leased, or sold. This isn't speculation. The Department of the Interior has confirmed the initiative. Dozens of deals are already underway... with one tiny stock already up 3,700% since the beginning of the year. And the leaked federal paperwork points to October 1 as a major inflection point. And if I'm right (as I've been many times before) early investors could capture decade-sized gains in just months. But only if they act before this story becomes front-page news. My team has uncovered some of the best opportunities, including one $10 stock backed by one of the most powerful investors on Wall Street. Click here to see what's unfolding and how to prepare. Sincerely, 
Whitney Tilson
Editor, Stansberry Research P.S. Every week, I see more news breaking about this story: more land surveys, more energy leases, more executive orders tied to what I call "The US: IPO." Even Doug Burgum, Trump's Secretary of the Interior, confirmed it, saying: "We might have $100 trillion in assets... and our return right now is almost nothing." That is about to change. But to be early... and potentially profit from it ...you must act before October 1. Click here to get my full analysis and see the $10 stock I'm recommending for free.
Featured Content from MarketBeat DLocal Stock Soars 43% After Earnings Beat and Raised GuidanceWritten by Ryan Hasson. Published 8/19/2025. 
Key Points - DLocal’s Q2 results smashed expectations across revenue, profitability, and free cash flow, with TPV up 53% YOY and adjusted EBITDA up 64%.
- Management lifted full-year revenue and profit forecasts, showing momentum is not a one-off but part of accelerating growth.
- With stronger execution under new leadership, structural growth drivers in emerging markets, the stock is moving from overlooked to a potential re-rating story.
DLocal Limited (NASDAQ: DLO) spent much of the past year under the radar. Despite strong fundamentals, the payments technology company traded without fanfare and was roughly flat year-to-date before its latest earnings. Many investors had relegated it to the "misunderstood" category—value-like metrics but lacking a clear catalyst or momentum. That changed dramatically after its most recent earnings release. Shares have surged over 43% in the past week. With growth accelerating and sentiment shifting, the question now is whether the market is finally waking up to this payments giant's potential. A Quarter That Exceeded Expectations The headline numbers were impressive. Total Payment Volume (TPV) hit a record $9.2 billion, up 53% year-over-year and 14% sequentially, marking the third consecutive quarter of more than 50% growth. Revenue reached $256.5 million, well above the $229.7 million consensus. That represents 50% growth versus last year and an 18% sequential increase, a sharp acceleration from the prior quarter's 18% year-over-year gain. On a constant currency basis, revenue growth was even more striking at 63%. Profitability was equally strong. Adjusted EBITDA came in at $70.1 million, surpassing expectations of $55.8 million. That's a 64% year-over-year increase, with margins exceeding 27%. Efficiency improved as well, with adjusted EBITDA-to-gross profit rising to 71% from 61% a year ago. Free cash flow jumped 156% year-over-year to $48 million, even amid the company's current investment cycle. Operating expenses grew just 9% year-over-year—well below revenue growth—demonstrating clear operating leverage. And with $254 million in cash on hand, after paying an extraordinary dividend in June, DLocal's balance sheet remains rock-solid. Raised Guidance Sparks Re-Rating Potential Management also raised full-year guidance, now forecasting revenue of about $1.01 billion versus the prior $958 million estimate, and adjusted EBITDA of $274 million versus $241 million. This bump underscores confidence that the recent growth acceleration is sustainable, not a one-off. For years, some investors questioned DLocal's transparency and execution. Under CEO Pedro Arnt, formerly CFO of Mercado Libre, the company has sharpened its communication, delivered clearer updates, and demonstrated its ability to execute at scale while maintaining efficiency. Growth Vectors and Competitive Positioning On the earnings call, management highlighted three structural tailwinds: a massive addressable market for underpenetrated digital payments; expanding share-of-wallet with existing merchants; and the early-stage adoption curve of new clients. DLocal's top 20 merchants drive a significant portion of TPV, underscoring both diversification and opportunities to deepen relationships with major global players. In a crowded and commoditized industry, DLocal differentiates itself by innovating local payment infrastructure in emerging markets. Its ability to serve global companies in regions with low digital penetration, while preserving high margins, is a competitive edge not easily replicated. Analysts Begin to Take Notice The strong quarter also caught Wall Street's attention. HSBC upgraded the stock from Hold to Buy, raising its price target from $11.50 to $15. Analysts cited cost discipline, innovative product launches, and improved capital efficiency as reasons for confidence in the company's long-term trajectory. For a stock that was often overlooked, this recognition could drive a long-awaited re-rating. A New Chapter in DLocal's Story DLocal's latest results were more than just a beat—they were a statement. Revenue growth is accelerating, profitability remains robust, and the company is demonstrating tangible operating leverage even as it invests in future growth. With sentiment shifting, improved leadership communication, and raised guidance, this could mark the start of a new chapter for the stock. For investors, the key question is whether the recent 43% rally has already priced in this optimism, or if the market is only beginning to revalue a payments leader with a massive runway ahead. One thing is certain: after years of flying under the radar, DLocal is hard to ignore.
| 
No comments:
Post a Comment