# ![@marciofabrizio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::342323306.png) @marciofabrizio Marcio

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

### Engagements: [---] [#](/creator/twitter::342323306/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::342323306/c:line/m:interactions.svg)

- [--] Months [-----] -61%
- [--] Year [-----] +981%

### Mentions: [--] [#](/creator/twitter::342323306/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::342323306/c:line/m:posts_active.svg)

- [--] Months [--] +600%
- [--] Year [--] +700%

### Followers: [---] [#](/creator/twitter::342323306/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::342323306/c:line/m:followers.svg)

- [--] Months [---] -1.20%
- [--] Year [---] -2.80%

### CreatorRank: [---------] [#](/creator/twitter::342323306/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::342323306/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [currencies](/list/currencies)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$nu](/topic/$nu), [$pags](/topic/$pags), [fintech](/topic/fintech), [$dlo](/topic/$dlo) #9, [cash flow](/topic/cash-flow), [$stne](/topic/$stne), [bull market](/topic/bull-market), [madrid](/topic/madrid), [$070month](/topic/$070month), [upside](/topic/upside)

**Top accounts mentioned or mentioned by**
[@carlosmaslaton](/creator/undefined) [@betomendeleiev](/creator/undefined) [@siemprelong](/creator/undefined) [@traderx3al30](/creator/undefined) [@grok](/creator/undefined) [@secscottbessent](/creator/undefined) [@pipo_bpo](/creator/undefined) [@valcosecurities](/creator/undefined)

**Top assets mentioned**
[NuCypher (NU)](/topic/$nu) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [DLocal Limited (DLO)](/topic/$dlo) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Bull Market (BULL)](/topic/bull-market) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@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](https://x.com/marciofabrizio/status/1737085902143242469)  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](https://x.com/marciofabrizio/status/1758522754003829221)  2024-02-16T16:04Z [---] 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](https://x.com/marciofabrizio/status/1947060583028961332)  2025-07-20T22:26Z [---] 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](https://x.com/marciofabrizio/status/1979209295993491727)  2025-10-17T15:34Z [---] 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](https://x.com/marciofabrizio/status/1975573349544960012)  2025-10-07T14:46Z [---] 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](https://x.com/marciofabrizio/status/1975574049385525405)  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](https://x.com/marciofabrizio/status/1975574058332033029)  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](https://x.com/marciofabrizio/status/1975574061205078060)  2025-10-07T14:48Z [---] 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](https://x.com/marciofabrizio/status/1975574063432319015)  2025-10-07T14:48Z [---] followers, [---] engagements


"MR BESSENT WE DID NOT HAVE A PROBLEM WITH LA MATANZA @SecScottBessent"  
[X Link](https://x.com/marciofabrizio/status/1982605989338911107)  2025-10-27T00:31Z [---] 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](https://x.com/marciofabrizio/status/2022393767639269552)  2026-02-13T19:33Z [---] 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](https://x.com/marciofabrizio/status/2022393770759852280)  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](https://x.com/marciofabrizio/status/2022393772756390325)  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](https://x.com/marciofabrizio/status/2022393774887047393)  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](https://x.com/marciofabrizio/status/2022393777198092677)  2026-02-13T19:33Z [---] followers, [--] engagements

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