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$REVOLUT · Why Revolut is worth $115B
now playing · $REVOLUT
$REVOLUTbullish· mediumunknown
Revolut at $115B justified by structural inefficiency of European banks
European incumbent banks were 'fat, dumb and happy' with excessive margins, especially on pre-euro FX. Revolut blew a hole in that model. The value correlates with how egregious i…
$NU···bullish· mediumunknown
Nubank: same thesis of inefficient incumbents, Brazilian markets were fertile ground
Nubank is worth what it is worth for the same structural reason: inefficient Brazilian banks with excessive margins. The fintech challenger opportunity is a direct function of how…