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1 tracked call · 1 long · 0 short
first called by We Study Billionaires 3mo ago
RELRELYLONG3mo ago
“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.

RELRELYLONG@ $17.50
$22.61+29.24%
since call Apr 9
peak +48.7%
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