Very interesting post! As an investor I like being exposed to emerging markets high growth, but I don't know whether $GRAB may provide better returns in the next 5 years. What's your view on this?
Dlo will do better I think. At this valuation it is a bit more appealing. But Grab is a good pick, if you haven’t read my Grab Deep Dive, i suggest you do it 🙃
Very interesting post! As an investor I like being exposed to emerging markets high growth, but I don't know whether $GRAB may provide better returns in the next 5 years. What's your view on this?
Dlo will do better I think. At this valuation it is a bit more appealing. But Grab is a good pick, if you haven’t read my Grab Deep Dive, i suggest you do it 🙃
Thanks for the answer, I will definitely read your post on Grab! I've been indecisive about Dlo or Grab for some time now 😂
Great write up. I understand dLocal's business better now. Thanks!
Glad to hear that, Sergio!
Excellent breakdown on DLocal — well done.