RELY 全部观点

RELY 这一页 2 条观点条目,其中 0 条方向发生变化。

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Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?
$RELY未明确方向
说话者基于Remitly近期强劲的财务表现(利润率扩张、营销投资回报率)持有大量个人股份,但因其缺乏持久的长期护城河而将其排除在核心投资组合之外。

无论如何,我想谈的不是Visa和Mastercard。我想谈的是Remitly,我认为我在大约12到13美元的价格买入该股,那是在我推介之后达到的,我为我的个人投资组合买了一个相当大的仓位,自那以来它上涨了大约80%到90%,模式与它非常相似,这就是为什么我今天想讨论它作为我们的赢家股票之一,尽管它不是内在价值投资组合的一部分。

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

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