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Tag: contrarian investing

Illustration of StoneCo's digital payment ecosystem connecting Brazilian merchants across São Paulo and Rio de Janeiro, featuring modern payment terminals and AI-powered fintech, symbolizing deep value investing and Brazil's digital transformation.

🇧🇷 StoneCo (STNE): An 8× Forward P/E, a CFO Insider Buy, and Why This Brazilian FinTech May Be Too Cheap to Ignore

StoneCo has quietly rebuilt profitability after one of the toughest periods in its history. Trading at only about 8× forward earnings while generating robust cash flow and a 24% return on equity, the Brazilian fintech presents a fascinating question: has the market become too pessimistic about Brazil?

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Nestlé cargo ship of KitKat bars and Nespresso pods steering toward “RIG” with a CHF 3.0B savings buoy—signaling a faster, efficiency-led turnaround.

Will Nestlé’s New CEO Finally Turn The Ship Around?

Nestlé’s new boss hit the gas: CHF 3B savings, ~16k role cuts, RIG back positive. Coffee, confectionery, e-comm, and a plan to move faster—fun + smart breakdown.

 

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