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Posted by
Two Blokes Mon at 5:15 PM -
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Stock
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StoneCo is no longer the broken company the market remembers. I see a clear path to a $30 valuation. With profitability firmly re-established, StoneCo is well-positioned to make the most of favorable macro trends in Brazil. The market is waking up, with the stock up 70% YTD. I believe the window to capture the bulk of this re-rating is closing over the next 6-12 months.
