Wise has quickly grown into a top 5 holding for me. Clear cost advantages vs. incumbents, massive TAM, double-digit revenue growth, 20%+ margins, founder-led, and only trades at 23x LTM earnings.
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Why I'm Buying Shares in Wise
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Wise has quickly grown into a top 5 holding for me. Clear cost advantages vs. incumbents, massive TAM, double-digit revenue growth, 20%+ margins, founder-led, and only trades at 23x LTM earnings.