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Nishant Chandra's avatar

Hi Jakes, Thanks for this very informative. Curious though why you prefer Wise over Remitly as an investment. I see them both with similar annual revenues but Wise is trading at almost a 3X Valuation. Granted I know Wise carries no debt but seems Remitly is just as good (if not better) of an investment?

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Philip Thompson's avatar

Hi Jake, Listening to your podcast on Shift Inc and was wondering if you have any thoughts on it currently. I came across it earlier this year through a screen and passed on it due to valuation but it starting to look pretty interesting at current prices. Are you aware of any good research on this company?

Thanks for all the great content that you share!

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