PagSeguro: Undervalued Fintech In Cheap Brazil

Core Viewpoint - The Brazilian investment case remains strong despite recent market volatility in the US, high inflation, and a government that is not very business-friendly [1]. Group 1: Economic Environment - Inflation in Brazil is still high, with January showing improvement but February not following suit [1]. - The current government under Lula is perceived as not being very supportive of business [1]. Group 2: Investment Strategy - The focus is on finding discounted stocks across Latin America and globally, utilizing a bottom-up analysis approach [1]. - The analyst has a background in tech, retail, and banking, indicating a diverse investment strategy [1].