《DLocal (DLO): Multibagger Potential with Decade-Long Runway》
DLO是一项引人注目的长期投资；具有吸引力的估值（15倍市盈率）和强劲的增长驱动因素支持看涨论点。
今天的公司以十几倍的市盈率交易，尽管其营收年增长50%，且高度盈利，资产负债表也相当强劲。而且，它正处于未来二十年两大趋势的交汇点：新兴市场的增长和数字化，以及像Mag 7这样的全球科技巨头向这些市场的扩张。
Today's company is trading at a mid- teens multiple despite growing the top line by 50% annually being highly profitable and having a pretty strong balance sheet. And the thing is it's sitting at the intersection of two mega trends over the next two decades. The growth and digitalization of emerging markets and the expansion of global tech leaders like the mag 7 into those markets.
所以，我喜欢财务状况。我喜欢估值，看起来相当有吸引力，而且我想象不出比这更好的CEO。
So, I like the financials. I like the valuation which looks pretty attractive and I couldn't imagine a better CEO for the company.