Wise PLC: Competitive Moat & Valuation Framework W/ Kyle Grieve & Daniel Mahncke (TIP806)
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摘要
Kyle Grieve is joined by co-host Daniel Mahncke to discuss Wise PLC, a London-listed FinTech company that enables cheap and fast cross-border payments by matching local flows rather than moving money internationally through costly SWIFT networks.
What you'll learn here:
- Intro
- Why two Estonians at a London party ended up disrupting global banking
- The clever mechanism Wise uses to move money without actually crossing borders
- How Wise earns revenue from four streams and why one may surprise you
- Why deliberately lowering your own prices can be a sign of business strength
- Which of Wise's three competitor industries is the most threatening and why
- The flywheel that makes Wise harder to beat, the larger it grows
- How fast payments have become at Wise, and why the number is staggering
- What to make of the CEO controversy and whether it should concern investors
- How Wise's capital allocation stacks up against Buffett's ultimate litmus test
- What the numbers suggest investors could earn holding Wise over the next five years
Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/wise-plc-w-kyle-grieve-and-daniel-mahncke/
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#WisePLC #FinTech #CrossBorderPayments #ValueInvesting #StockMarketAnalysis
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