StoneCo Ltd. 2019 Q4 - Results - Earnings Call Presentation
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140.62K Followers
The following slide deck was published by StoneCo Ltd. in conjunction with their 2019 Q4 earnings call.
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140.62K Followers
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Comments (5)
B
BuyLowSellWhy?
03 Mar. 2020
I try to find something I don’t like about this company, and I’m having a hard time. I’m amazed how quickly Stone has been able to integrate its clients with banking and software services. Each integration increases the switching cost (expanding their moat). Love the Founders, allocation to investments I’ve been happy with. They really care about making their clients more successful for the long term. Very happy with this business.
S
SpokaneRich
04 Mar. 2020
It’s grown to a 30% allocation in my portfolio and I still can’t bring myself to trim.. it’s hard to beat a well thought out software play
d
dumpsterdiva
16 Apr. 2020
Glad to hear as I have not followed and know absolutely nothing about this company but bought a full position within the last 30 days.
B
BuyLowSellWhy?
17 Apr. 2020
I certainly won’t convince you to trim anything. I am at around 17% allocation. Been so volatile lately and bought more recently. It is my second largest holding.
E
EquityFool
03 Mar. 2020
Firing on all cylinders!
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