Three Compounding Payments Giants, One Opportunity, All Hiding in Plain Sight
While investors flock to the next shiny thing, currently AI and space related businesses, payments companies with far better unit economics have become unfashionable and are being overlooked.
This creates an interesting contrarian investment set up.
This podcast provides an introduction to three compelling investment opportunities that every intelligent investor ought to explore.
The Three companies in question are Adyen (ADYEN), Wise Group (WSE) and dLocal (DLO). Each sits in a different corner of the payments sector, yet there is overlap between them. Some speculate that ultimately, two or more of these three could join forces to create the most formidable financial operating system on the planet.
Enjoy this short 14 minute pocast and, if you are minded to dig deeper on any of these names, plesae see the deep dive analysis below:
