Started a position on $DLO about ~3% of the portfolio. I don't think it is extremely undervalued, at least when I try to access a valuation for the business, I get a very wide range of values, where the lower case is pretty much the current value priced for a 9% return over the next 5 years. But considering that the other cases have a higher probability of happening, and that I like the business and the business potential, I think it is a good company to be exposed to. Another thing that I will most likely do is to sell strategically calls over this position; this will allow me to reduce my average cost, which at this moment sits at $13.05. As usual, you can see my mess of notes below.