Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Equity Bottom-Up

<ul><li>A list of my current active ideas are at the bottom of this write-up.</li><li>I thought I would do a follow up on my Pagseguro (PAGS) article last month, as the write-up was a bit too brief.</li><li>It was mentioned in the comment section that PIX is the reason the stock is cheap and that it will take market share from Credit Cards in Brazil.</li></ul>

A list of my current active ideas are at the bottom of this write-up.I thought I would do a follow up on my Pagseguro (PAGS) article last month, as the write-up was a bit too brief.It was mentioned in the comment section that PIX is the reason the stock is cheap and that it will take market share from Credit Cards in Brazil.

<ul><li>I was complaining recently that I couldn't find any cheap stocks, but I will take that back!</li><li>I got another one, Pagseguro (PAGS). A Brazilian payment processor and online bank and potential compounder. </li><li>PAGS trades at about 8x through earnings, has been growing quite rapidly and could see explosive short term earnings growth if they can bring down their financing costs.</li></ul>

I was complaining recently that I couldn't find any cheap stocks, but I will take that back!I got another one, Pagseguro (PAGS). A Brazilian payment processor and online bank and potential compounder. PAGS trades at about 8x through earnings, has been growing quite rapidly and could see explosive short term earnings growth if they can bring down their financing costs.

Brazil

PagSeguro Digital Ltd. provides financial technology services. The Company offers multiple digital payment solutions, in-person payments via point of sales devices, and prepaid cards services. Pagseguro Digital serves clients in Brazil and the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Pagseguro Digital Ltd (PAGS US)

Updates on PAGS, YI, SBSAA

A list of my current active ideas are at the bottom of this write-up. I thought I would do a follow up on my Pagseguro (PAGS) article last month,...

Turtles all the way down

Pagseguro, a Cheap Compounder?

PAGS trades at about 8x through earnings, has been growing quite rapidly and could see explosive short term earnings growth if they can bring down...

Turtles all the way down

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)