Substack · TacticzHazel’s Substack · TacticzHazel
DLO - Q2-26 Earnings - Quick thoughts
Dlocal just reported earnings and the stock is down 3.5% in AH.
Since publication −2.2% α −2.4 pp vs MSCI EM Latin America (ILF) · USD
Latin America · 6 entries · 5 publications
DLO
Dlocal
- Entries
- 6
- Bullish
- 1
- Bearish
- 0
- First
- Jan 2, 2025
- Latest
- Aug 13, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on DLO at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- August 2026 1 entry
- November 2025 1 entry
Substack · DEVALUE INVESTING | Cómo perder todo tu dinero · InversorGruñon
dLocal $DLO: Análisis cualitativo
El puente que une las empresas globales con los métodos de pago locales de mercados emergentes.
Since publication +0.2% α −13.1 pp vs MSCI EM Latin America (ILF) · USD
- August 2025 1 entry
Substack · Bruno Gazze
LATAM POTENCIA
MERCADO LIBRE, NUBANK Y DLOCAL 💎
Since publication DLO −5.3% α −33.0 pp vs MSCI EM Latin America (ILF) · USD
- May 2025 1 entry
Substack · Pierce Capital Research · Steve Wagner
dLocal Q1 2025: Record Growth,Rising Profits
Taking a Look at dLocal's (DLO) Earnings Results.
Since publication +22.7% α −6.5 pp vs MSCI EM Latin America (ILF) · USD
- March 2025 1 entry
Substack · Andrew's Substack · Andrew Rogers
dLocal: Diving deep on long-term economics
In this post, I dive deep into the long-term economics of dLocal. In my first deep dive, I presented the high level investment case; this is more detailed with focus on unit economics.
Since publication +48.8% α +9.5 pp vs MSCI EM Latin America (ILF) · USD
- January 2025 1 entry
Substack · Andrew's Substack · Andrew Rogers
dLocal: An asymmetric opportunity with significant upside potential
This article details my high conviction investment thesis in dLocal. I believe that dLocal is a highly misunderstood business with great potential not reflected in today's share price.
Since publication +23.6% α −34.9 pp vs MSCI EM Latin America (ILF) · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.