My top picks and predictions
Super stuff. Global Payments is at an extraordinarily cheap multiple as you say.
Yes, the Collison wants to delay the IPO as much as humanely possible, and I don't see why they would be forced to do so this year...
Outstanding commentary.
Thank you!
Good stuff Bob, will go over in more detail when my six year old stops asking to play doctors. I mentioned to you that I'd publish something on Flywire - it's worth following is my 2c. https://kc007.substack.com/p/flywire-corp-1416-buy-recommendation?r=1b5btc
Super stuff. Global Payments is at an extraordinarily cheap multiple as you say.
Yes, the Collison wants to delay the IPO as much as humanely possible, and I don't see why they would be forced to do so this year...
Outstanding commentary.
Thank you!
Good stuff Bob, will go over in more detail when my six year old stops asking to play doctors. I mentioned to you that I'd publish something on Flywire - it's worth following is my 2c. https://kc007.substack.com/p/flywire-corp-1416-buy-recommendation?r=1b5btc