RELY — All updates

RELY — 2 entries on this page, 0 of them a change of direction.

Filter this page
The Intrinsic Value PodcastPublished 2026-08-15
“Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?”
$RELYNo side taken
Speaker holds a significant personal stake in Remitly based on strong recent financial performance (margin expansion, marketing ROI) but excludes it from the core portfolio because he does not see it as having a durable long-term moat.

Anyway, I want to talk about not Visa and Mascat. I want to talk about remittly and I think I went into the stock at about 12 to $13 which it reached after my pitch and I bought a quite sizable position for my personal portfolio and since it's gone up about 80 to 90% and the pattern is pretty similar to it which is why I want to discuss it today as one of our winning stocks even though it's not part of the intrinsic value portfolio

Watch the source56:50
Older record
That's the earliest record
All updates for other tickers
$META$NVDA$AMD$MU$AAPL$TSLA$GOOGL$ORCL$ADBE$AVGO$AMZN$NFLXSee all tickers
Follow $RELY30-day free trial
Start trial
KolSays