Welcome back bonescythe

I'm interested too.

everyone keep shouting at the board to give dividend..
but did anyone think about whether that action rhymes with what the company is first set out to do.

it is an investment holding after all..

IMO, Leno and Philips are very kind to provide the other side of the bigger picture in the sense that there is much more than meeting the eyes in investment. For the case of Insas, other than Inari, there isn't really much track record that proven Insas's core ability to invest for more returns. In another word, Insas can have a lot of cash in the bank account. How much so the shrewd investors will value this cash and the future cash flow generation is another equation and it is not hard to see why the share price is depressed.

1. other than inari, other investments seemed to be value destruction
2. share dilution here and there
3. i dont know, maybe management's reputation in the market

I do agree with you Philip, enticing at this level.
I believe soon enough, stoneco would "copy" square inc's game plan for cash app.

Stoneco core biz is very similar to square inc, albeit diff in the strategies as US and Brazil is structurally diff market.
The strong growth in the co does not come without challenges and it is getting more intense as they go.

Incumbents are fighting back and eating into stoneco's main biz - prepayment market.
that is why stoneco is moving into credit market as fast as they can.
either you innovate fast or you are being out-innovated.
on another front, certainly the covid would affect the delinquency rates.

not to say stoneco is not a great investment but one has to understand what factors are at play.

Appreciate the sharing but it's all one-sided positive shoutouts without any mentioning of risk.

risk of inventory..
risk of debtors default..

@ Philip

Could you enlighten us on why you think Scib and Kpower is over manipulated?