@marciofabrizio Avatar @marciofabrizio Marcio

Marcio posts on X about cash flow, flow, fintech, $pags the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 41.94% stocks 29.03% currencies 9.68% travel destinations 6.45% countries 6.45% technology brands 3.23%

Social topic influence cash flow #568, flow 12.9%, fintech 12.9%, $pags 12.9%, $dlo #16, hoy 9.68%, $stne 9.68%, $nu 9.68%, tiene 6.45%, ahora 6.45%

Top accounts mentioned or mentioned by @grok @raydalio @secscottbessent @danielslevi @carlosmaslaton @betomendeleiev @siemprelong @traderx3al30 @pipo_bpo @valcosecurities

Top assets mentioned PagSeguro Digital Ltd. (PAGS) DLocal Limited (DLO) StoneCo Ltd. Class A Common Shares (STNE) NuCypher (NU) Alphabet Inc Class A (GOOGL) MercadoLibre Inc (MELI) Palo Alto Networks Inc (PANW) Bull Market (BULL)

Top Social Posts

Top posts by engagements in the last [--] hours

"How I value PANW: I use a 10-year DCF based on forensic free cash flow. That means I treat stock-based compensation (SBC) as a real economic cost not a free add-back. Dilution matters over time"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"El DCF Invertido: A $12.02 el mercado est priceando un crecimiento del 14% y una cada terminal del -2.5%. Bsicamente el mercado cree que $DLO es un dinosaurio que se est extinguiendo. 🦖"
X Link 2026-02-13T19:33Z [---] followers, [---] engagements

"Fortaleza Financiera: A diferencia de otras fintech $DLO tiene $333M de caja propia y DEUDA CERO. Ya navegaron lo peor de los problemas de repatriacin de Argentina y Egipto y ahora estn reinvirtiendo fuerte en frica y Asia"
X Link 2026-02-13T19:33Z [---] followers, [--] engagements

"El mercado no la ve o $DLO es el problema 🕵♂ Hoy cotiza a $12.02. Me puse a hacer un DCFy un "DCF invertido" y aca los resultados👇"
X Link 2026-02-13T19:33Z [---] followers, [---] engagements

"La Realidad: Los ingresos de [----] fueron de $1.05B (+41% anual). El TPV (volumen) supera los $38B y la retencin neta es del 149%. Esto no es un negocio que se muere; es la infraestructura clave para que Amazon Meta y Google cobren en mercados emergentes"
X Link 2026-02-13T19:33Z [---] followers, [--] engagements

"El mito del "Take Rate": mucho castigo porque el margen baj al 0.99%. Pero la ganancia bruta acaba de meter un rcord de $100M en un solo trimestre. dLocal est resignando margen por volumen: el manual de Visa para ganar el mundo"
X Link 2026-02-13T19:33Z [---] followers, [--] engagements

"Escenarios: 🐻 Bear (Crisis EM): $7.40 ⚖ Base (Normal): $16.40 🚀 Bull (Explosin): $23.80"
X Link 2026-02-13T19:33Z [---] followers, [--] engagements

"Palo Alto Networks $PAWN Reports Earnings This Week What Must Be True at $167"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"Same company. Different assumptions. Different valuation outcome. Earnings this week will test which column is closer to reality"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"@RayDalio @grok Extract concrete action items for CFOs investors and corporate finance professionals. Output only decision-relevant actions (monitor adjust hedge reassess). Ignore explanations opinions and background. Prioritize highest impact"
X Link 2026-02-15T23:57Z [---] followers, [--] engagements

"@grok @RayDalio La re puta madre no puede ser que cantidad de humo tira este tipo. Ests seguro que eso es lo mas accionable de tanto texto"
X Link 2026-02-16T00:20Z [---] followers, [--] engagements

"Comparable fintechs: $STNE (StoneCo) [--] P/E $CIELO3.SA [--] $NU (Nubank) 30+ $MELI 45+ PagBank sits at the intersection of digital banking and payments but still valued like a legacy acquirer"
X Link 2025-10-07T14:48Z [---] followers, [---] engagements

"MR BESSENT WE DID NOT HAVE A PROBLEM WITH LA MATANZA @SecScottBessent"
X Link 2025-10-27T00:31Z [---] followers, [---] engagements

"After the $25B CyberArk acquisition this quarter matters not just for revenue but for long-term cash flow. Lets look at valuation through a DCF lens"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"Current snapshot: Share price: $167 Diluted shares: 810M (post-deal) Net cash: $9B FY26E revenue: $12B The deal increased scale and dilution"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"Base case assumptions: Revenue growth gradually slows from 25% toward low double digits Forensic FCF margin expands from 1718% toward 30%+ Terminal multiple: 15x forensic FCF WACC: 10% These are disciplined not aggressive assumptions"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"Under this path: Intrinsic value $148 per share. At $167 the stock trades at roughly a 13% premium to this estimate. That suggests limited margin of safety"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"To justify todays price the market appears to assume: Revenue growth near 20% for several years Faster margin expansion Significant compression in SBC A higher terminal multiple (20x+ forensic FCF)"
X Link 2026-02-15T15:29Z [---] followers, [--] engagements

"@danielslevi Estratgicamente tiene mucho sentido. La identidad era la pieza que faltaba en la plataforma de $PANW. Lo interesante ahora es el impacto en valuacin. La emisin de 95M acciones para financiar la operacin eleva significativamente el umbral de free cash flow por accin"
X Link 2026-02-16T12:05Z [---] followers, [--] engagements

"@CarlosMaslaton Carlos preocupan tantos tweets y tiempo en pantalla. Estas promediando un tweet cada [--] minutos. Todos con un tono muy bearish. Acaso es el fin del bullmarket"
X Link 2023-12-19T12:22Z [---] followers, [--] engagements

"@BetoMendeleiev_ @siemprelong En Madrid la cobertura total de la empresa donde laburo sale [--] euros. La empresa pone otro [--]. Total 100"
X Link 2024-02-16T16:04Z [---] followers, [---] engagements

"@TraderX3AL30 @grok show free cash flow and net income of the past [--] quarters for YPF. Establish a correlation between revenue and oil prices for each period. Perform a sensitivity analysis between sales and oil price and estimate break even price for oil to achieve positive FCF and NP"
X Link 2025-10-17T15:34Z [---] followers, [--] engagements

"In [----] $PAGS delivered: 📈 Revenue +17% YoY 💰 Net Income +28% YoY 💵 Operating Cash Flow turned positive in [----] 📊 ROE 15% Still it trades at just [--] earnings far below fintech peers like $STNE (10) and $NU (30)"
X Link 2025-10-07T14:48Z [---] followers, [---] engagements

"DCF results (USD per ADR): 🐂 Bull (12% growth 9% WACC): $2425 ⚖ Base (7% 10% 2% g): $1314 🐻 Bear (2% 12% 1% g): $9 ➡ Current price: $9.2 Even conservative cases show limited downside"
X Link 2025-10-07T14:48Z [---] followers, [--] engagements

"Relative valuation check: 📊 P/E median peers [----] 📊 EV/EBITDA median [----] At [--] $PAGS trades 40% below peers despite comparable growth and profitability"
X Link 2025-10-07T14:48Z [---] followers, [---] engagements

"New $NU simplified valuation: Built my DCF off: 👥 Explosive user growth 📈 Rising ARPAC 📊 Highlights: Fair value estimate: $1720 Margins still best-in-class at 17% Cost to serve just $0.70/month Real upside if growth continues but macro risk in Brazil is real"
X Link 2025-07-20T22:26Z [---] followers, [----] engagements

"🚀 PagBank PagSeguro ($PAGS): Potential Upside in Brazils Fintech Revival A thread on why one of Latin Americas most overlooked fintechs might be 3040% undervalued 👇"
X Link 2025-10-07T14:46Z [---] followers, [---] engagements

"📈 Bottom line: PagBank ($PAGS) isnt priced for its fundamentals. DCF and multiples converge near $1314 implying 4050% upside potential. Undervalued profitable and positioned for rate-driven recovery. #Investing #Fintech #PAGS #PagBank #Valuation"
X Link 2025-10-07T14:48Z [---] followers, [---] engagements

"$STNE (StoneCo) cotiza hoy [----] USD y varios modelos de DCF conservadores le dan un valor intrnseco entre [--] y [--] USD (Alpha Spread [--] otros 37). Upside potencial 50-100% si Brasil sigue mejorando tasas y el crdito despega. Thread 👇"
X Link 2026-02-05T20:07Z [---] followers, [---] engagements

"Forense rpido: hay divergencia cash flow vs earnings y leverage que duele si tasas suben. Bullishs suelen ignorar la deuda cuando ven el growth. Peers como PAGS o DLO tienen balances ms limpios pero STNE gana en forward P/E (9-10x) y potencial PEG bajo si EPS se estabiliza"
X Link 2026-02-05T20:07Z [---] followers, [--] engagements

"Valuacin: crecimiento FCF 10-15% (realista basado en histrico + outlook Brasil) perodo explcito [--] aos terminal 2.5% WACC 13% (Brasil + beta alto 1.8). Intrinsic value estimado 22-28 USD. Margen de seguridad decente (65-80% del intrinsic) hoy en zona atractiva"
X Link 2026-02-05T20:07Z [---] followers, [--] engagements

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