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Which podcasts are discussing WISE.L?
20 ATTRIBUTED IDEAS · 4 EPISODES · 3 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
Fintech Insider Podcast by 11:FS
Monetary Matters with Jack Farley
Where the discussion went deepest
7 AUG5D 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 →
10 APR10 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 23:32
Wise valuation: premium to banks, fair at 24x earnings
“The valuation case made was that Wise deserves a premium multiple compared to banks (which trade at 10-13x P/E) and that its current ~24x earnings multiple is fair, with potential for 15-19% CAGR returns based on management's growth guidance.”
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke · with Wise
Core thesis · 5/5Verify in source →
10 APR10 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 03:30
Wise's scale economy shared flywheel
“The bull case argued for Wise is that its 'scale economy shared' model creates a powerful, self-reinforcing flywheel where scale lowers transaction costs, allows a lower take rate, and builds regulatory moats, which improves the customer experience and attracts more volume.”
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke · with Wise
Core thesis · 5/5Verify in source →
10 APR10 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 14:00
Destination analysis: 5-year volume and revenue targets
“The host presented a base case destination analysis, projecting Wise's cross-border payment volume to reach £450B and revenue streams to grow significantly over five years.”
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke · with Wise
In depth · 4/5Verify in source →
10 APR10 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 37:00
Founder-led, long-term focused management
“The discussion framed Wise's founder-CEO, Kristo Käärmann, as a long-term thinker who prioritizes reinvesting scale benefits into lower prices and infrastructure over short-term profit maximization, which is aligned with shareholders due to high insider ownership.”
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke · with Wise
In depth · 4/5Verify in source →
10 APR10 APRWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 10:30
Investment income a significant, low-risk profit driver
“The host explained that Wise generates substantial reported profit from investment income on customer deposits, a low-risk source that supplements its underlying profit.”
TIP806: Wise PLC w/ Kyle Grieve and Daniel Mahncke · with Wise
In depth · 4/5Verify in source →
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