TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 0:00 · $REVOLUT · Why Revolut is worth $115B
episode briefing
20VC

Why Revolut is worth $115B

2026-06-15 · 2 company · 0 thematic
sentiment
2 bull0 bear0 neu
quote
“There's a reason that Revolut's worth 115 billion cuz the incumbent European banks were fat, dumb, and happy and making margin off their customers... Europe, especially when it had non-single currency, you had all this foreign exchange. Yo…”
—unknown
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…