Rayeiris Maduro Rondon
𝑢𝒖𝒓 𝒕𝒆𝒏-π’ƒπ’‚π’ˆπ’ˆπ’†π’“ π’‘π’“π’π’”π’‘π’†π’„π’•βœ¨ Today I woke up at 5 am and checked the market as usual. After the news about Trump’s administration over the weekend, I was waiting for another week of uncertainty + fear. The Hong Kong market was all in red, and my expectations for Europe weren’t any different. But at 9 am I received the Q42026 from Wise and my morning started with a good surprise. Wise is one of those companies that everyone wonders why I hold such a big position, and the risk of being so concentrated in it. Results didn’t disappoint, cross-border volume grew 26% YoY, take rate was reduced by -2bsp increasing their MOAT against competitors, customer holdings grew 37% and reported an expected listing date in the US on the 11th of May which I believe will improve Wise’s valuation entering into such a potentially investment market. I believe in Wise’s capability for growth and becoming our tenbagger, regardless of stablecoins and DeFi, they have proved their network and ecosystem are improving how we move money overseas. While fundamentals don’t change, my bet will remain the same. $WISE.L (Wise Ltd) $IBKR (Interactive Brokers Group) $UBER (Uber Technologies Inc.) $TEP.PA (Teleperformance SE)
Not investment advice. The author may have financial interests in the mentioned instruments.
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