Now I see why Musk is regretting and wants to get back into the super app space. WhatsApp may leave them in the dark if their solution takes off. I think they are already trialling a peer to peer payments solution while trying to integrate business. Even though its kinda clunky.
Thank you for sharing Olivier. Unfortunately the tagging doesn't work on comments so we initially missed this.
The marketplace and the ads business seem like a low-hanging fruit though it lacks the fulfilment services that Amazon offers.
Regarding the Superapp, your comments are valid. Based in EU as well and seeing Revolut flourishing we find it weird that Venmo never made it into other markets!
Now I see why Musk is regretting and wants to get back into the super app space. WhatsApp may leave them in the dark if their solution takes off. I think they are already trialling a peer to peer payments solution while trying to integrate business. Even though its kinda clunky.
Thank you for sharing Olivier. Unfortunately the tagging doesn't work on comments so we initially missed this.
The marketplace and the ads business seem like a low-hanging fruit though it lacks the fulfilment services that Amazon offers.
Regarding the Superapp, your comments are valid. Based in EU as well and seeing Revolut flourishing we find it weird that Venmo never made it into other markets!
Reason for low stock price could also be management uncertainty and fierce competition in payments industry?
I like it that they buy back 75% of fcf, should compound well over the years
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