Unless I am missing something - what does Remity do that Western Union/Wise/PayPal etc etc cannot do or won't do if Remity becomes a big success? A money losing business with almost zero moat blowing other peoples money. Good luck with that.
Small caps are a tough one. TMDX up 72%, RELY down 36% and RKLB down 21%. Always good to visit these as I have only heard about TMDX gains in recent videos
Hi Brian. There are actually many competitors to Remitly. As an immigrant I personally never heard of remitly. I use Transfergo and Ace. So Remitly brand is not a strategic advantage.
Excellent video. Appreciate the analysis. One thing worth mentioning for RKLB is they recently picked up a $500M contract that should help the cash balance considerably. I'm not sure it that was included in the numbers?
This is silly. The video is about transparency. I'm publicly stating what I'm going to do so anyone who might want to learn from me can hold me accountable for my picks. Pretty sure there's nowhere in here where I say "Recommend" or "you should buy"
Good researched stock suggestions are hard to find and Brian is one of the best at it. His track record is VG. But he's not telling people you should buy it when, just when he is. Many people who like investing will value such videos.
Unless I am missing something - what does Remity do that Western Union/Wise/PayPal etc etc cannot do or won't do if Remity becomes a big success? A money losing business with almost zero moat blowing other peoples money. Good luck with that.
Or revolut?
Or bitcoin
Small caps are a tough one. TMDX up 72%, RELY down 36% and RKLB down 21%. Always good to visit these as I have only heard about TMDX gains in recent videos
Thanks for doing small caps even if the clicks aren't as significant. 🙏
Hi Brian. There are actually many competitors to Remitly. As an immigrant I personally never heard of remitly. I use Transfergo and Ace. So Remitly brand is not a strategic advantage.
Long on 2 of these stocks. The bull case for RKLB is way larger than your estimate. NFA.
It's entertaining to watch RKLB launches as a shareholder.
The valuation part is really adding value
Hi Brian what is your take on JAKKS?
Hi Brian, How do you measure your performance? and What type of performance measure you use?
I think he does a time weighted average!
Can you re-do instacart valuation analysis please? Now we have the stock price and even earnings
Tmdx up 21% yesterday after stunning earning!🎉
I love RKLB and TMDX! ReLY is interesting
Excellent video. Appreciate the analysis. One thing worth mentioning for RKLB is they recently picked up a $500M contract that should help the cash balance considerably. I'm not sure it that was included in the numbers?
I doubt they're getting the $500M all at once, it is a multi-year contract
@@stoffelbrian that's true. So basically it doesn't get included till received?
Right@@rickyd2069
You can't talk about returns and not also talk about risk...they are joint at the hip.
I’m curious where is the other Brian? I haven’t been watching for a good year or so.
I'm here! Been busy on other stuff. I just uploaded a new video :)
Amazing video, please do more of these types of videos
3brians capital
Audacity to recommend another stocks… mind boggling.
They get paid to recommend this garbage.
This is silly. The video is about transparency. I'm publicly stating what I'm going to do so anyone who might want to learn from me can hold me accountable for my picks. Pretty sure there's nowhere in here where I say "Recommend" or "you should buy"
maybe besides TMDX, the other two seem like dog shit
This comment shows how much you know about investing. Very little clearly
Good researched stock suggestions are hard to find and Brian is one of the best at it. His track record is VG. But he's not telling people you should buy it when, just when he is. Many people who like investing will value such videos.
Quickfee (QFE)
well..................................................................................................................................................................................................................