Daniel Mahncke and Shawn O’Malley take a deep dive into DLocal (NASDAQ: DLO), the first Uruguayan unicorn and the emerging markets payment provider for companies like Amazon, Uber, Spotify, Netflix, and many more. What you’ll learn here: 00:00:00 - Intro 00:02:04 - How DLO became the leading player in emerging markets 00:06:16 - What makes DLO’s business model stand out 00:14:20 - What two megatrends DLO benefits from 00:26:41 - Whether there is a race to the bottom with take rates 00:50:37 - How DLO compares to Western competition 00:56:58 - How DLocal distributes cash to shareholders 01:13:26 - Valuation discussion of DLO 01:16:05 - Whether DLO is valued attractively 01:17:44 - Whether Shawn and Daniel add DLO to the Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Don't miss out on the value investing event of the Fall: Learn more at https://www.theintrinsicvalueconference.com/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Join a curated group of serious investors focused on intrinsic value, disciplined analysis, and uncovering high-quality stock ideas. https://theinvestorspodcast.com/mastermind Our Sponsors: 📊 Get access to institutional-grade financial data, real-time company KPIs, and modern research tools built for serious fundamental investors. https://fiscal.ai/tivp 🤝 Join top investors for a day of actionable insights, live Q&A, and exclusive networking — More info at: https://www.theintrinsicvalueconference.com/ ▶️ Related Episodes - Visa Stock Valuation: Should You Buy The Most Popular Card?: https://youtu.be/yiHQW_bR1hM - Mercado Libre Stock Analysis: Undervalued or Overrated?: https://youtu.be/nGewpVmqlI8 - Sea Limited (SE): Can Sea Limited 10x again?: https://youtu.be/N0gmdIuSZH8 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #DLocal #Fintech #EmergingMarkets #ValueInvesting #StockMarketAnalysis