EPISODE · May 19, 2026 · 18 MIN
🔥 XP Drops a Buyback. StoneCo Holds the Line. DLocal Is Quietly Taking Over the Global South.
from Fintech Stacks · host Fintech Stacks
US investors keep sleeping on LATAM fintech — and today's episode is the wake-up call. We break down XP Inc.'s R$1.5 trillion client asset milestone and its R$1.5 billion capital return announcement, StoneCo's gutsy decision to hold full-year guidance through margin pressure and rising credit losses, and DLocal's absolutely absurd 73% TPV growth quarter that almost nobody in the US is talking about. Three companies, one thesis: the Global South is the most underappreciated fintech story on the planet right now.
What this episode covers
US investors keep sleeping on LATAM fintech — and today's episode is the wake-up call. We break down XP Inc.'s R$1.5 trillion client asset milestone and its R$1.5 billion capital return announcement, StoneCo's gutsy decision to hold full-year guidance through margin pressure and rising credit losses, and DLocal's absolutely absurd 73% TPV growth quarter that almost nobody in the US is talking about. Three companies, one thesis: the Global South is the most underappreciated fintech story on the planet right now.
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🔥 XP Drops a Buyback. StoneCo Holds the Line. DLocal Is Quietly Taking Over the Global South.
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