Notes from Light Street Capital’s Glen Kacher presentation from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Glen Kacher of Light Street Capital StoneCo Nasdaq Brazilian, square version Only operate in Brazil Broad customer base Doesn’t have cash app Brazil use of payments and credit cards much smaller relative to develop nations Same with ecommerce Traditional companies face the regulations Hubs and distribution offices Going after banking solutions Lending to customers and merchants Software is newest business offering Acquisitions of Links 99% client retention Net revenue growing faster than…
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