covielad

[covielad @bod11111]

@compoundpapi Painful shift, remains to be seen if they can pull it off. “Ai” revenue (whatever that really means, up to 15% of revenue. Presumably (and they said as much) it’s much higher margin than their traditional business, but they won’t give a number. If that grows as they expect, 👌🏽

[covielad @bod11111]

@DEgilsson So their stake in the ftse company is worth more than their entire market cap? Why the substantial mispricing?

[covielad @bod11111]

@_STCM Thx, short term risk/opportunity cost is that print is ok (but doesn’t confirm the worst bear case) and stock pukes to $2 or so I suppose?

[covielad @bod11111]

@_STCM Any thoughts on recent price action? Market assuming the worst before next print?

[covielad @bod11111]

@_STCM Good article, but the point about the dividend makes me question the integrity of the entire article - where did you get that?

[covielad @bod11111]

@taobanker $dava

[covielad @bod11111]

@Carlos_MoraM What happened today??

[covielad @bod11111]

@nic_amadio Napule, nice

[covielad @bod11111]

@Uzocapital Like $wise too?

[covielad @bod11111]

@GHadjia Brilliant read George, thanks for sharing (and for the detailed post-mortem analysis and honesty!)

[covielad @bod11111]

@votsa8 What’s the view here?

[covielad @bod11111]

@Uzocapital $iwg fall under b2b infra or out of the stock?

[covielad @bod11111]

@maxwellhouse99 Happy with the outcome?

[covielad @bod11111]

@Uzocapital Thanks Uzo, that’s fair, I was lulling Revolut, PayPal etc in as competition but not fully accurate. Interesting why banks + offline are losing so much share, any thoughts why? (just not their focus, aren’t agile enough and burdened with legacy infrastructure, reg etc)

[covielad @bod11111]

@CasinoCapital Is this an april fools joke? 😂

[covielad @bod11111]

@ragingbullcap Have any time in Zurich at all during your trip Dylan?

[covielad @bod11111]

@sentdefender Those pesky Irish

[covielad @bod11111]

@InvestSpecial Ty!