Future Investing
I Am Buying This New Stock On Monday | Tech Frenzy
9/14/2025, 6:59:37 PM
Economic Summary
- LATAM GDP growth outpaces G7 markets
- Emerging markets offer less competition in payments
- Market sentiment disconnect from strong fundamentals
- Wall Street guidance conservative despite rapid growth
Bullish
- Capital light payments business with strong margins
- Rapid TPV growth and improved guidance
- Expanding globally into new markets and licenses
- Strong relationships with large merchants and room to grow share
- Cash heavy balance sheet with low debt
Bearish
- Emerging market exposure creates FX headwinds when USD is strong
- Stablecoin and blockchain payment disruption risk
- Heavy reliance on large merchants for payment volume
- Potential competition threat from larger players like Adyen
Bullish tickers
DLONUMELI
Bearish tickers
PYPLADYEY
People mentioned
Andrew ParadiseTrevor Milton