Looking at $PAGS and considering a position. I'd love to hear both the bull and bear cases from investors who follow the company.
The dividend payments and share buyback program have caught my attention, but I'm trying to understand whether these are sustainable and how much value they add for shareholders over the long term.
What do you see as the biggest growth drivers, risks, competitive advantages, and valuation concerns? Is the market missing something here, or is there a reason the stock trades where it does?
All perspectives welcome pros, cons, and long term outlook.