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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.4K followers
Created: 2025-06-26 20:15:03 UTC

My $DLO thesis 🧵

I recently opened a position in $DLO. Here is why!

1/ What does $DLO do?
$DLO is like a mini- $ADYEN, but specifically aimed at emerging markets.

They provide payment solutions for some of the world’s largest companies like $AZMN, $UBER, $MSFT $SHOP and $GOOGL (and many more)

They help these companies navigate the difficult landscape of payment processing in emerging markets. They aim specially at: Latin America, Africa, the Middle East, and Asia. They currently operate in XX countries.

![](https://pbs.twimg.com/media/GuZBZl_XYAAnvO1.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938330187629785143/c:line.svg)

**Related Topics**
[googl](/topic/googl)
[msft](/topic/msft)
[$adyenas](/topic/$adyenas)
[$msft](/topic/$msft)
[$azmn](/topic/$azmn)
[$adyen](/topic/$adyen)
[investment](/topic/investment)
[$dlo](/topic/$dlo)

[Post Link](https://x.com/TacticzH/status/1938330187629785143)