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Which podcasts are discussing RELY?
4 ATTRIBUTED IDEAS · 3 EPISODES · 2 SHOWS
The shows
Monetary Matters with Jack Farley
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
7 AUG1W AGOMONETARY MATTERS WITH JACK FARLEY · 20:00
Cross-border fintechs Wise and Remitly as Western Union killers
“The bull case made for Wise and Remitly: they are disrupting the antiquated, high-cost correspondent banking system for cross-border money movement, with durable growth from digitization and migrant trust.”
Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments · with Deiya
Core thesis · 5/5Verify in source →
19 APR19 APRMONETARY MATTERS WITH JACK FARLEY · 03:15
Remitly undervalued on migrant demographic tailwind
“The bull case for Remitly is that it is undervalued and positioned for a long-term structural tailwind from migration into developed countries with aging populations.”
Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas
In depth · 4/5Verify in source →
16 AUGTODAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 15:20
Remitly's rapid margin turnaround showcases earnings power
“The thesis presented: Remitly demonstrated the concept of 'earnings power' by executing one of the quickest margin turnarounds on record, guiding EBITDA margins down to 12% before delivering 22% in subsequent quarters.”
TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley
Substantive discussion · 3/5Verify in source →
7 AUG1W AGOMONETARY MATTERS WITH JACK FARLEY · 40:00
Stablecoins not a near-term threat to cross-border fintech
“The argument made was that stablecoins currently pose no material threat to cross-border payment companies like Wise and Remitly, as their use is overwhelmingly for crypto speculation, not for mainstream consumer or business payments.”
Misunderstood Stocks in Data Center Power, Cybersecurity, and Payments · with Deiya
Notable comment · 2/5Verify in source →
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