Latin American Investor Group

Finding undervalued gems in LATAM & beyond | Tech • Retail • Banking

[Latin American Investor Group @LatinamericanIG]

@QualityInvest5 Nice question. From the large, listed ones, I would say Walmart. Very difficult to disrupt. From the tech ones, perhaps Microsoft.

[Latin American Investor Group @LatinamericanIG]

@cynmoto Wise (ex Transferwise)

[Latin American Investor Group @LatinamericanIG]

P/FCF en mínimos históricos!

[Latin American Investor Group @LatinamericanIG]

Inversores finalmente están "descubriendo" el valor del mercado peruano 🇵🇪. InRetail, el “Walmart peruano” que cotiza en NUAM, se encuentra a una valuación ganga y empieza a captar atención.
Más info en el episodio en el podcast Los Fundamentalistas 🎙️
https://t.co/0f2jKlN2lR

[Latin American Investor Group @LatinamericanIG]

Despite solid EBITDA growth, the current valuation appears somewhat stretched.

[Latin American Investor Group @LatinamericanIG]

Last Post: MakeMyTrip: India Aspirational Consumption Play, Valuation Stretched

https://t.co/Wz9ITDdtTs

[Latin American Investor Group @LatinamericanIG]

Improving operating metrics from "India´s Expedia" Makemytrip $MMYT

[Latin American Investor Group @LatinamericanIG]

@Loosha1911 @mervadoando $NU is treated already as a full bank and is not considered a Fintech as $STNE or $PAGS. The latter would lose certain benefits of being classified as fintechs.

CSLL (Contribuição Social sobre o Lucro Líquido) is currently 9% and bill proposes to increase it to 12% 15%

[Latin American Investor Group @LatinamericanIG]

At the Latin American Investor Group we view Delivery Hero as the most undervalued listed delivery companies. We share our last post at Seeking Alpha:

Delivery Hero: The Undervalued Giant Waiting For A Catalyst

https://t.co/NcUthSUN4c

[Latin American Investor Group @LatinamericanIG]

Our Latest Post 👇👇👇

Wise: High Margins, Strong Growth, And Durable Moats $WIZEY $WISE.L We believe its premium multiple is justified on high growth and solid margins.

https://t.co/yARjo1iL6i

[Latin American Investor Group @LatinamericanIG]

Our Lastest Post: Grupo Financiero Galicia: Buy The Dip To Play Argentina's Recovery

$GGAL is an asymmetric bet on Argentine reforms, with low valuation and credit penetration offering up to 5× upside in 5 years.

https://t.co/26xflN4cQr

[Latin American Investor Group @LatinamericanIG]

$LYFT is one of our high-conviction bets (see our Seeking Alpha piece: Hitching a Bargain Ride With Lyft). Strong management, improving FCF, and low valuation make it attractive. We believe both $UBER and $LYFT will gain from autonomous vehicles.

[Nick Moss @TeleHInvesting]

BREAKING: Bridgewater Associates has taken a new position in $LYFT, adding 2,478,837 shares (~$39.1M at Q2 close) as of June 30, 2025, per today’s 13F filing. The world’s largest hedge fund now joins the growing list of institutions building stakes in the rideshare leader.