What Daniel Pronk said in this video:
- MELIbullishlong-termHe references his prior video explaining why he is buying more MercadoLibre shares and treats the Brazil-election sell-off as a non-event for long-term compounding.Source
- ROADbullishlong-termHe discloses a decently large position he keeps buying into, arguing the 20% drop on temporary weather and diesel margin headwinds is an overreaction; growth and margin re-expansion remain intact at pandemic-level multiples.Source
- BAMneutralHe says BAM's earnings were in line and the stock is fine, so it warrants no further discussion.Source
- Geopoliticsneutrallong-termHe views the Brazil election as a non-event for his Latin American holdings: political parties change over time and good businesses compound through any regime.Source
- SOFIneutrallong-termHe concedes SoFi is still growing very well, but notes it grows slower, earns less, and trades at double Nu Holdings' multiple, which is why he buys NU instead.Source
- NUbullishlong-termHe discloses starting a small position he plans to grow, calling ~10.8x forward earnings for 50%+ growth too cheap to ignore, with a long runway digitizing Mexico and Latin America.Source