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TacticzHazel @TacticzH · May 15

Great take on $DLO by @realroseceline

Rose Celine Investments 🌹: Thoughts on $DLO

Investing is not always predictable, sometimes you get a perfect quarter and the stock goes up. Other times the numbers look messy underneath the surface even while the actual business keeps getting stronger. That is kind of how I look at this quarter from $DLO.

$DLO

RonnieV @TheRonnieVShow · May 14

The streak has ended.

I was wrong they missed.

-15% not +15% 😅

RonnieV: My GUT likes $DLO earnings today.

+15% is my prediction.

Not financial advice

$DLO

RonnieV @TheRonnieVShow · May 14

My GUT likes $DLO earnings today.

+15% is my prediction.

Not financial advice

$DLO

TacticzHazel @TacticzH · May 1

$DLO - Fantastic interview by @daniel_koss and @itsalasdairmann with one of the best CEO's out there: Pedro Arnt.

Very in-depth interview with great questions, answers and insights from all angles.

Interested in $DLO or payment processers in general, I highly recommend you give this a watch/listen.

Daniel Koss: Interview with Pedro Arnt, CEO @ @dLocalPayments

dLocal $DLO is a fast-growing payments company focused on emerging markets, sitting at the intersection of several major tech trends: cross-border payments, stablecoins, agentic commerce and the digitization of structurally

$DLO

TacticzHazel @TacticzH · Apr 28

$ALSTI $ASML $CSU $DLO $GRAB $HXSCL $KRKNF $MELI $NBIS $NVO $PME $SE $TOI $TSM

TacticzHazel @TacticzH · Apr 28

$ALSTI $ASML $CSU $DLO $GRAB $HXSCL $KRKNF $MELI $NBIS $NVO $PME $SE $TOI $TSM

RonnieV @TheRonnieVShow · Apr 25

If you missed Semis parabolic run here are 5 undervalued sectors ready to run next…

1. SaaS/ Tech Services - $IGV $MSFT $ZETA $SHOP

2. Fintech - $HOOD $SOFI $DLO

3. Cyber - $CRWD $PANW $FTNT

4. Crytpo - $BTC $ETH $MSTR $BMNR

5. Healthcare - $UNH $OSCR $NVO $HIMS

Stop worrying about what could have been and focus on what could be friends.

$BMNR $BTC $CRWD $DLO $ETH $FTNT $HIMS $HOOD $IGV $MSFT $MSTR $NVO $OSCR $PANW $SHOP $SOFI $UNH $ZETA

RonnieV @TheRonnieVShow · Apr 9

Stocks being priced like growth is dead:

$ZETA
$OSCR
$DLO
$SOFI
$HOOD

Fundamentals say otherwise.

$DLO $HOOD $OSCR $SOFI $ZETA

RonnieV @TheRonnieVShow · Apr 8

$DLO hasn’t moved in 4 years…

but everything else did.

Revenue, EPS, FCF, merchants. 👇

Value SnapShot: $DLO four years ago:
• ~$12.85/share
• ~$419M revenue
• ~$0.37 EPS
• ~475 Merchants

$DLO today:
• ~$12.85/share
• ~$1.1B+ revenue
• ~$0.67+ EPS
• ~760+ Merchants (60% higher)

They loved it then off hype.
Avoid it now based on price.

$DLO

RonnieV @TheRonnieVShow · Apr 8

$DLO is UNDERVALUED.

D-Local is forming a monthly CupnHandle.

Fair Value is $20+
Measured Move is $20+

Value SnapShot: "Our business flywheel is accelerating."

- Pedro Arnt $DLO CEO on their Business Model

$DLO

RonnieV @TheRonnieVShow · Mar 28

People confuse volatility with being wrong.

I’ve seen this movie before:

Early on…
$TSLA
$PLTR
$NVDA
$META
$AXP
$SHOP
$ONTO
$DOCN

Looked wrong.
Then looked obvious.

Now seeing similar setups forming in:
$ZETA
$OSCR
$MBLY
$DLO
$TEM
$PGY
$FLNC
$SOFI
$HOOD
$AMPX
$PATH

Great investments rarely feel comfortable early.

$AMPX $AXP $DLO $DOCN $FLNC $HOOD $MBLY $META $NVDA $ONTO $OSCR $PATH $PGY $PLTR $SHOP $SOFI $TEM $TSLA $ZETA

RonnieV @TheRonnieVShow · Mar 23

$AMPX $DLO $FLNC $MBLY $OSCR $PATH $PGY $SOFI $TEM $ZETA

TacticzHazel @TacticzH · Mar 5

Picking high-quality companies is not a guarantee for short-term succes.

My top 10 picks for 2026 are down almost 10% compared to -0.4% for the S&P 500.

A lot of the picks have not been performing well this year. Only Kraken Robotics and Nebius have been doing well.

$NVO - Novo Nordisk
$DLO - dLocal
$NBIS - Nebius
$KRKNF - Kraken Robotics
$AMZN - Amazon
$SE - Sea Ltd
$MELI - MercadoLibre
$MSFT - Microsoft
$BABA - Alibaba
$V - Visa

These are not bad companies, and I believe holding these WILL outperform in the market in the long run.

What do you think?

Sidenote: my actual portfolio is doing a lot better, only down about 1% this year. I have some other picks that are actually doing very well this year.

Do you want to keep track of how my top 10 picks do for this year? You can follow and track the portfolio on Blossom via this link: https://getblossom.onelink.me/SOfu/TacticzHazel

Disclaimer: this is an affiliate link so I do get a small fee for everyone that downloads the app!

$AMZN $BABA $DLO $KRKNF $MELI $MSFT $NBIS $NVO $SE $V

TacticzHazel @TacticzH · Mar 5

RT TacticzHazel
Picking high-quality companies is not a guarantee for short-term succes.

My top 10 picks for 2026 are down almost 10% compared to -0.4% for the S&P 500.

A lot of the picks have not been performing well this year. Only Kraken Robotics and Nebius have been doing well.

$NVO - Novo Nordisk
$DLO - dLocal
$NBIS - Nebius
$KRKNF - Kraken Robotics
$AMZN - Amazon
$SE - Sea Ltd
$MELI - MercadoLibre
$MSFT - Microsoft
$BABA - Alibaba
$V - Visa

These are not bad companies, and I believe holding these WILL outperform in the market in the long run.

What do you think?

Sidenote: my actual portfolio is doing a lot better, only down about 1% this year. I have some other picks that are actually doing very well this year.

Do you want to keep track of how my top 10 picks do for this year? You can follow and track the portfolio on Blossom via this link: https://getblossom.onelink.me/SOfu/TacticzHazel

Disclaimer: this is an affiliate link so I do get a small fee for everyone that downloads the app!

$AMZN $BABA $DLO $KRKNF $MELI $MSFT $NBIS $NVO $SE $V

RonnieV @TheRonnieVShow · Mar 4

4 Massively Undervalued Fintech Stocks:

1. $HOOD – 51% Avg Upside
2. $SOFI – 49% Avg Upside
3. $DLO – 57% Avg Upside
4. $PGY – 101% Avg Upside

Which are you buying?

$DLO $HOOD $PGY $SOFI

RonnieV @TheRonnieVShow · Mar 4

Top 3 Sectors to Outperform in 2026

1. Fintech
- $HOOD $SOFI $DLO $NU

2. Tech Services (SaaS)
- $ZETA $NOW $SHOP $ADBE

3. Cybersecurity
- $CRWD $PANW $NET $RBRK

Severely oversold and ready to run.

$ADBE $CRWD $DLO $HOOD $NET $NOW $NU $PANW $RBRK $SHOP $SOFI $ZETA

TacticzHazel @TacticzH · Feb 16

For those interested interested in my newsletter, I now have a 25% DISCOUNT on both my annual and monthly plan, valid until tomorrow.

Here is the link: https://tacticzhazel.substack.com/da650083

Why should you join? Here is what I do:
- Deep dives ( $CSU, $NVO, $ASML, $DLO, $KRKNF).
- Portfolio updates - 26% CAGR since inception
- Real-time buy/sell updates (buy-and hold strategy)
- Earnings reviews
- Articles on investing and market news

The Deep Dives are mostly free to read in the first month (after that for premium members).

Buys/sells and portfolio updates are for premium members alone.

If that's not for you, there's still plenty of free content to enjoy, so check it out!

I also have a discord you can join for free. There's a also a premium section, which I prioritize.

If you have any questions, do not hesitate to shoot me a dm.

$ASML $CSU $DLO $KRKNF $NVO

TacticzHazel @TacticzH · Feb 16

RT TacticzHazel
For those interested interested in my newsletter, I now have a 25% DISCOUNT on both my annual and monthly plan, valid until tomorrow.

Here is the link: https://tacticzhazel.substack.com/da650083

Why should you join? Here is what I do:
- Deep dives ( $CSU, $NVO, $ASML, $DLO, $KRKNF).
- Portfolio updates - 26% CAGR since inception
- Real-time buy/sell updates (buy-and hold strategy)
- Earnings reviews
- Articles on investing and market news

The Deep Dives are mostly free to read in the first month (after that for premium members).

Buys/sells and portfolio updates are for premium members alone.

If that's not for you, there's still plenty of free content to enjoy, so check it out!

I also have a discord you can join for free. There's a also a premium section, which I prioritize.

If you have any questions, do not hesitate to shoot me a dm.

$ASML $CSU $DLO $KRKNF $NVO

TacticzHazel @TacticzH · Feb 15

Polen Capital Management on Emerging Markets

-After a prolonged 15-year stretch of asset class underperformance, Emerging Market equities are turning the corner, reflecting a clear change in sentiment-

Do you agree?

$DLO $SE $MELI $CPNG $BABA

$BABA $CPNG $DLO $MELI $SE

RonnieV @TheRonnieVShow · Feb 10

I'll be stepping away most of the day to be with my family on my birthday, friends.

@investingwithac and I did an in-depth livestream for $OSCR this morning, so check that out.

$OSCR $ZETA $MBLY $PATH $PGY $FLNC $DLO all up today, so it's a good day thus far!

Off to the fire museum with the kiddos. Have a blessed day, friends!

$DLO $FLNC $MBLY $OSCR $PATH $PGY $ZETA