Core Insights - The author manages several portfolios that have consistently outperformed the S&P 500 index since 2020, indicating a strong investment strategy focused on business evaluation rather than stock price movements [1]. Group 1: Investment Philosophy - The investment approach emphasizes evaluating companies as businesses rather than mere stock tickers, suggesting a fundamental analysis perspective [1]. - The author believes in investing when the market significantly misprices companies, highlighting a value investing strategy [1]. Group 2: Educational Background - The author holds a degree in Engineering and an MBA, which provides a solid foundation for analytical thinking in investment decisions [1]. - Learning from renowned investors such as Warren Buffet, Charlie Munger, Phil Fisher, and Nick Sleep has shaped the author's investment philosophy [1].
Why dLocal Stock’s Margin Pressure Narrative Is Overblown (NASDAQ:DLO)