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“I think that Wise can substantially grow its cross-border payment volume … a good base case for them would be to get cross-border payments of around £450…”
@We Study Billionaires · Kyle Grieve
Wise can grow cross-border volume to GBP450B and earn an attractive return as scale economics compound over 5 years
WISELONG@ $34.66
$34.50-0.48%
since call Apr 9
peak +8.6%
“Up until now, they had a TAM of about $2 trillion. If they go for these small and micro businesses, it basically gets to $20 trillion.”
@We Study Billionaires · Daniel Mahncke
Remitly's move into SMB cross-border payments lifts its TAM from ~$2T to ~$20T, setting up a re-rate.
RELYLONG@ $17.50
$22.93+31.05%
since call Apr 9
peak +48.7%
“I, I think it's much more likely that the dominant players in the payment space will utilize stablecoins themselves instead of being threatened by it.”
@We Study Billionaires · Daniel Mahncke
Card incumbents absorb stablecoins as a settlement layer rather than being disrupted, so the fear-driven discount on Visa unwinds.
VLONG@ $300.84
$366.94+21.97%
since call Apr 9
peak +22.0%
“Kinsale built the systems and these processes to be able to process thousands of these smaller policies … this has allowed them to generate return on equity…”
@We Study Billionaires · Clay Finck
Kinsale runs at 30% ROE by underwriting tiny niche E&S policies rivals ignore, refusing growth for growth's sake
KNSLLONG@ $359.48
$361.36+0.52%
since call Apr 9
peak +4.3%
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