Tesla’s Robotaxi Reality & dLocal’s $150M Leap

Taking a Look at Tesla (TSLA) vs. Uber/Waymo & dLocal's (DLO) Acquisition.

Jun 07, 2025

Toward the end of the week, we published deep dives into two stocks we cover: dLocal (DLO) & Tesla (TSLA). Below is a sneak peek of our findings on each, along with a preview of the Intrinsic Value Tracker that subscribers can access for many other stocks.

The Race to Robotaxis: Tesla vs. Waymo – & Why Uber's Clock Is Ticking

Tesla has officially entered the robotaxi race with its new Austin pilot — but how does it stack up against Waymo, the U.S. market leader in autonomous ride-hailing? In this premium report we published, we compare Tesla’s vision-only AI model to Waymo’s lidar-heavy precision mapping & explore why Uber / Lyft may end up as middlemen (or casualties) in this next evolution of mobility.

Our take? This isn’t a winner-takes-all market. With trillions of miles driven annually, several models can thrive — but only if they scale. Tesla’s distributed fleet idea is bold. Waymo’s early execution is real. Uber’s relevance? Under pressure if they don’t adapt.

dLocal’s $150M Africa Expansion Could Change the Game

DLO just announced plans to acquire AZA Finance, a leading African payments and FX startup, in what could be a $150M deal (based on Bloomberg-sourced figures). This move instantly expands DLO’s reach across 17 African nations, enhances its stablecoin & FX capabilities, & plugs them into one of the fastest-growing digital payments ecosystems in the world.

We walk through the strategic rationale, the balance sheet implications, and the potential financing structures — whether it’s an all-cash hit, a stock-based deal, or a performance-based earnout.

Until terms are confirmed (DLO did not give the financing arrangements yet), we’re holding off on revising the IVT model — but the upside case is taking shape if integration goes well & we will make revisions either downward/upward depending on how the deal is structured. For a company already producing strong profits & paying out a $150M special dividend, this is a bold but calculated swing.

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Intrinsic Value Tracker – Subscriber View

In addition to in-depth reports, subscribers get access to our Intrinsic Value Tracker. This tool provides an up-to-date intrinsic value per share for each company we cover, alongside the current market price — so you can instantly see which stocks are trading below/above their fair value. Below we show two example snapshots from the tracker:

Figure: SoFi Technologies (SOFI) – Intrinsic Value vs. Market Price. Our model currently estimates SoFi’s intrinsic value at $16.20 per share, which is roughly 14% higher than its recent market price ($14.17). The green highlight (+14.33%) indicates that SoFi is undervalued (deviation) by about 14%. Notably, this gap has been narrowing — SoFi’s stock has been “rapidly coming up” toward our intrinsic value estimate as the price rallied in recent weeks. Subscribers can monitor such changes in real time with the tracker, helping identify opportunities before the market fully catches up.

Figure: AST SpaceMobile (ASTS) – Intrinsic Value vs. Market Price. In contrast, AST SpaceMobile appears to be trading right around its fair value. Our model has ASTS’s intrinsic value at $28.00 per share, very close to the current price (around $28ish). The small difference (3.18%, shown in red) suggests the stock is hovering around at fair value, within a few percent of our estimate. In cases like ASTS, the tracker helps confirm that the market has largely priced the company appropriately — or alerts us if it drifts too far above/below what we calculate as its true worth.