StoneCo: 14x Earnings for 20% EPS Growth?

PIX didn’t kill it, buybacks boosted it, and EPS is compounding faster than peers still priced richer.

Found a book called Smart Brevity: The Power of Saying More with Less recently and so you all benefit, by seeing a brief Friday write-up on a name a lot of people didn’t know about when the year started, but one that has trounced it’s peers and broader markets.

I wrote up this name in March this year and said it was asymmetric upsdie, backed by execution, with a rerating setup hiding in plain sight. If you followed along, you’re up 70% on the name, proof that you don’t need to chase AI to outperform the market.

But the real question for longs is, should I own this stock now?