Awesome take, agree with everything. Additional risk could be (Lat Am) currency risk. Even after the price appreciation its still huge bargain. Prediction: The sentiment will change after the price change and its started today
Good point on the Latam currency. Have you seen any analysis of what percentage of the business operates with merchant fees above some threshold—like 5%
I havent :), they dont share that info and its understandable because of competitive reasons. Risks are well overpriced IMO and merchant fee cap is not a big concern for me. I have a huge position and look forward how the sentiment pendulum will swing to the opposite end one day if they manage to execute as guided
Awesome take, agree with everything. Additional risk could be (Lat Am) currency risk. Even after the price appreciation its still huge bargain. Prediction: The sentiment will change after the price change and its started today
Good point on the Latam currency. Have you seen any analysis of what percentage of the business operates with merchant fees above some threshold—like 5%
I havent :), they dont share that info and its understandable because of competitive reasons. Risks are well overpriced IMO and merchant fee cap is not a big concern for me. I have a huge position and look forward how the sentiment pendulum will swing to the opposite end one day if they manage to execute as guided