I’m going to walk through the financials, the balance sheet, and the core engine of the business so you can see exactly where the value is coming from. By the end, you’ll understand why this is not just a fast growing company, but a system that compounds as it scales.
Let’s dive in!
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Let’s start with sales.
Revenue goes from ~$11b in 2022 to ~$29b in 2025. That’s ~40% growth in 2025 and consistently high growth before that. This is not slowing in any meaningful way yet, even at scale.
That already puts it in a different category.
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Sep 24, 2025 • 8 tweets • 2 min read
Thread 🧵 $DLO 👇
Most investors look at payments through an American or European lens, but the real story is happening elsewhere. Roughly 85% of the world’s population lives in emerging markets, and these economies are set to drive the majority of global growth for the next decade. Digital payments in those regions are projected to more than double and hit about $4.2T by 2030.
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That’s the opportunity $DLO is chasing. Instead of building hundreds of separate integrations in Latin America, Africa, or Asia, a global merchant can just connect once through $DLO and instantly accept more than 900 different local payment methods. It’s the kind of infrastructure play that doesn’t sound glamorous but quietly powers a lot of global commerce.
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Nov 8, 2024 • 8 tweets • 1 min read
I believe $MELI could be a 20-30x bagger over the next 20 years. Sounds bold, but it only needs a 17% CAGR to get there. Here’s why I think $MELI could deliver spectacular returns:
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MASSIVE OPPORTUNITY
I believe this is achievable thanks to massive market opportunity in fintech, online retail, advertising, and logistics in Latin America is still relatively small but set to grow substantially in the next 10-20 years.
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