I continue to be bullish on fintech, including $UPST. Which other ones should be on the Buy list?
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Claus EnevoldsenOctober 181 Upvote
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Andy Buchanan's avatar
StoneCo might be interesting to look at. $STNE It's done terrible in the last six months. But be a turn around play.
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Gaurav Kotak @ Fincredible's avatar
I recently added $PAGS which is in the same sector/geo, also down but I feel is more pure tech, faring better than $STNE w.r.t. NPLs/credit risk and has attractive optionality in PAGS Bank which is now 3rd largest behind the darling (private company) NuBank. Worth checking out, and if you have, would love your perspectives on $STNE vs $PAGS tx.
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