Who mentions $DLO most on Surfaced?

@rubicon59 (rubicon59) mentions $DLO most — 13 mentions in the past 12 months.

When was $DLO first mentioned on Surfaced?

The earliest tracked mention of $DLO in the Surfaced archive was on Dec 16, 2025.

How many voices track $DLO?

6 FinTwit voices have mentioned $DLO 23 times in the past 12 months.

What kind of voices mention $DLO most?

$DLO is mentioned most by Semis voices on Surfaced.

Last 12mo stats

mentions

voices

$DLO

DLocal Ltd Class A

$DLO

DLocal Ltd Class A

Past 12mo:23mentions6voices

All voices8 calls since Jan 2026show all

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About this stock

$DLO has generated 23 mentions from 6 distinct FinTwit voices over the past 12 months, with the first mention appearing on December 16, 2025, and the most recent on July 6, 2026. @rubicon59 leads discussion of the payments company with 13 mentions, followed by @daniel_koss with 4 mentions and @intheassembly with 1 mention. The semis category represents the most active voice category discussing $DLO during this period.

AI-generated from tracked posts · updated Jul 7, 2026

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Recent calls

8 calls

@daniel_kossApr 30, 2026 · 3:51 PM

Interview with Pedro Arnt, CEO @ @dLocalPayments dLocal $DLO is a fast-growing payments company focused on emerging markets, sitting at the intersection of several major tech trends: cross-border payments, stablecoins, agentic commerce and the digitization of structurally underpenetrated economies. @itsalasdairmann and I sat down with Pedro Arnt, CEO of dLocal, to discuss the company, its moat, its growth opportunity and what the future of payments could look like. Quick note: I was travelling in Florence with my girlfriend when we recorded this. I couldn’t find a spot in the Airbnb with better lighting and internet, and I only had my laptop mic. Will make sure it's better in future recordings! Timestamps: 00:00 Meet Pedro Art 00:27 Why Join dLocal 03:16 Emerging Markets Similarities 06:29 Moat Beyond Software 11:48 Beating Stripe and Adyen 14:34 Volatility as Opportunity 15:57 Take Rate and Margins 17:51 Operating Leverage Playbook 21:45 Investor Trust and Numbers 26:13 Long Term Secular Trends 27:13 Small Cap Upside 28:06 Emerging Market Megatrend 29:14 Long Term Builders 31:10 Stablecoin Reality Check 37:03 Banks Finally Compete 38:33 Agents Inside DeLocal 40:38 Agentic Payments Future 45:45 Shopping Still Human 48:11 AI Native Threats 50:02 Big Favour

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@rubicon59Apr 10, 2026 · 7:09 PM

$DLO is still cheap. Low teens FCF multiple while 25%-35% growth. Paying out 1/2 FCF as dividend because so little is needed to sustain hypergrowth.

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@rubicon59Mar 25, 2026 · 1:32 AM

IDK much about trading and catching sentiment turns, but I would challenge anyone to find a better fundamental deal than $DLO and $CRDO right now.

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@rubicon59Mar 19, 2026 · 12:03 AM

$DLO is a 30%+ FCF compounder at a 15x multiple.

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@rubicon59Mar 11, 2026 · 9:33 PM

$DLO is 17x FCF san SBC and nearly 40% growth with a long runway. It gets better than this sometime, but not too often.

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@rubicon59Mar 10, 2026 · 6:17 AM

I like $DLO much better. Earnings next week.

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@rubicon59Jan 27, 2026 · 7:00 AM

Cash flows should scale indefinitely with minimal capex. Declining take rate is a ridiculous red-herring. $DLO.

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@ftr_investorsJan 15, 2026 · 7:00 AM

$DLO dLocal plans a significant expansion in Asia in 2026, focusing on markets such as Indonesia, Vietnam, the Philippines, Thailand, and Malaysia, supporting growth beyond Latin America and broader geographic diversification 🌏 🚀 https://t.co/tKOWSxpbvR

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