INTR INTER CO INC

$INTR Here in Italy the olives are harvested along with the grapes so it is time to start trading again. I have taken a lot of time off but missed trading and the Lala pa LULA Brazil meltdown has presented a lot of bargains in the space. I was trading $XP yesterday going long and selling $15.50 puts, and just grabbed some of this fintech $INTR at $4.35. I usually don't trade foreign stocks but this is crazy with the same crooked guy who was president last week is now president this week. Looking at $NU $BBD and $UGP but the volatility is in $XP with juicy premiums.

$INTR How does this go from massive momentum to losing half of its market cap in a few days? It’s not like the people using Inter’s service will suddenly stop because of the election verdict. Buffet setup if i ever saw one. Will be adding when i can free up $.

$INTR this will be at least 8 USD next year and it’s still going to be cheap Patience will Pay

$INTR Added to my position. This is the lowest price to tangible book value the stock ever traded at. Not saying it can‘t go lower, but risk/reward seems very attractive at these levels.

$INTR one of my favorite hobbies is opening a new position and seeing it immediately drop 10% on day 1.

$INTR I'm in for a bunch at 4.39. I was looking for an excuse to dump more of that POS $CHTR and here I found it. Looks like 30 percent revenue growth, solid ROE, 64 percent increase in credit card income and more juicy stats. Happy to be in the $INTR family long term.

$INTR Don't forget Brazilian banks have to give 25% of net back to shareholders in dividends. That alone pretty much makes buying at these levels a no brainer. All Brazil banks should start to hold ground and bounce back shortly. Peace out.

$INTR well I'm in big now... I buy next day it drops 5 percent.... Today it was down 10 percent to start, but being in big means I hit 3.92.. now I'm averaged down, down maybe 3 percent. I've seen cheaper PEs, but never on something growing 30 percent. Im scared but gotta trust math on this.

$INTR Selling seems to be drying up. This shouldn't have run up to $7.50 based on the other dude winning and shouldn't have sunk to these levels when he didn't. Patience will be rewarded and it begins with earnings next week. I sense consolidation may happen in the Brazilian financial sector but who be doing the buying?

$INTR I understand why a Brazilian bank wouldn’t be for most people. To me you have a collision of a couple events (election and cancellation of Brazil listing) that are giving you an opportunity. Hard to find a 6.2 trailing 5x forward pe company at .9x book. Sales facility closes, real to usd recovers post election. They open the planned FLA branch. Easy trade without factoring its 30% yearly growth since IPO

$INTR Political Noise Fades: Lula's fiscal battles with a conservative Congress will trigger heavy volatility over the next 12 months. Over 3 years, however, institutional gridlock will likely prevent any radical structural damage to fintechs, letting the market refocus entirely on corporate earnings. Earnings Power vs. Stock Price: At a current price of $4.01, Inter & Co trades at a rock-bottom price-to-earnings (P/E) ratio of just 6.2x. A high-growth digital bank expanding revenue at 32% year-over-year rarely remains priced like a distressed legacy asset over a multi-year period. Monetization Maturity: Inter & Co is transitioning from an "aggressive user acquisition" phase to a "deep cross-selling" phase. Over the next 36 months, its buyout of the remaining stake in Inter Seguros and the scaling of its shopping and credit loop will dramatically maximize profitability per customer.

$INTR End of september it traded at 5 dollars now a month later it trades at 4 dollars.... so tell me again how much did it go down?

$INTR reclaimed its 200 days moving average 3 days ago and this thing isnt even lookn back. Long and strong.

$INTR • The "Hostile Congress" Safety Net: Because the legislative elections delivered a heavily conservative, right-wing Congress, Lula cannot pass radical anti-market policies or tax hikes on corporations unilaterally. This political gridlock acts as an institutional floor, preventing severe left-wing interventions in the private banking sector.

$INTR Well I certainly didn't know the entire Brazilian banking system (which is the most advanced and secure in South America) is on the brink of collapse because the same muther f got re-elected. My bad.

$INTR Inter & Co is the digital-bank side of the Brazil rally. JPMorgan lifted its target to 11 from 9 with an Overweight rating on Tuesday, and the stock ran about 40% on the week to close Friday at 7.68. Same macro as the $XP trade: the first-round shock, Bolsonaro leading after the polls missed, runoff Oct 25. The business is different though: Inter is a Brazilian consumer bank, so this rally runs through credit and deposits. Fundamentals are mixed. Q2 in August: EPS 19 cents vs 18 expected, revenue 475.45 million dollars vs about 513 expected. Net margin 11.23%, ROE near 15%. The new target implies roughly 43% upside from Friday's close.

$INTR Shhh 🤫 I'm hoping it stays in this range for another 24 hrs. Got some extra powder on the way.

$INTR picked up some at $3.85 per share today. Has there ever been chatter around INTR being on a larger bank’s acquisition list? At this valuation, it’s really difficult to believe there isn’t interest. In any case, i feel good holding this into the next few years. GLTA.

$INTR mid terms will likely create more headwinds for intr buckle up cause it is gonna get bumpy. with current macro i could see this going towards $3.00-3.50 with proper execution long term over 1-2 years easily over $8

$INTR Pull out your calculator if you cant do basic math. High of 7.81 just on October 12 and low of 3.92 yesterday.