Unless I am missing something - what does Remity do that Western Union/Wise/PayPal etc etc cannot do or won't do if Remity becomes a big success? A money losing business with almost zero moat blowing other peoples money. Good luck with that.
@Turtytreeandaturd8 ай бұрын
Or revolut?
@alvaromusach63838 ай бұрын
Or bitcoin
@malikbeluga75453 ай бұрын
Small caps are a tough one. TMDX up 72%, RELY down 36% and RKLB down 21%. Always good to visit these as I have only heard about TMDX gains in recent videos
@jeffery89288 ай бұрын
Thanks for doing small caps even if the clicks aren't as significant. 🙏
@runningman58718 ай бұрын
Long on 2 of these stocks. The bull case for RKLB is way larger than your estimate. NFA.
@peteralao10918 ай бұрын
Hi Brian. There are actually many competitors to Remitly. As an immigrant I personally never heard of remitly. I use Transfergo and Ace. So Remitly brand is not a strategic advantage.
@jeffery89288 ай бұрын
It's entertaining to watch RKLB launches as a shareholder.
@stglobalinvestmentsltd84878 ай бұрын
Hi Brian, How do you measure your performance? and What type of performance measure you use?
@TheCashFlowCompounder8 ай бұрын
I think he does a time weighted average!
@rickyd20698 ай бұрын
Excellent video. Appreciate the analysis. One thing worth mentioning for RKLB is they recently picked up a $500M contract that should help the cash balance considerably. I'm not sure it that was included in the numbers?
@stoffelbrian8 ай бұрын
I doubt they're getting the $500M all at once, it is a multi-year contract
@rickyd20698 ай бұрын
@@stoffelbrian that's true. So basically it doesn't get included till received?
@stoffelbrian8 ай бұрын
Right@@rickyd2069
@lordoffliez8 ай бұрын
Hi Brian what is your take on JAKKS?
@randomguy-te1il8 ай бұрын
Can you re-do instacart valuation analysis please? Now we have the stock price and even earnings
@gaborfentosi99686 ай бұрын
Tmdx up 21% yesterday after stunning earning!🎉
@jeffery89287 ай бұрын
I love RKLB and TMDX! ReLY is interesting
@lionels8398 ай бұрын
The valuation part is really adding value
@TheChinaPlay8 ай бұрын
You can't talk about returns and not also talk about risk...they are joint at the hip.
@ToTheNines873685 ай бұрын
I’m curious where is the other Brian? I haven’t been watching for a good year or so.
@BrianFeroldiYT5 ай бұрын
I'm here! Been busy on other stuff. I just uploaded a new video :)
@Shmuel14av8 ай бұрын
Amazing video, please do more of these types of videos
@theBROKEbroker5 ай бұрын
3brians capital
@Agoogoogoo8 ай бұрын
Audacity to recommend another stocks… mind boggling.
@a.leehilliard47168 ай бұрын
They get paid to recommend this garbage.
@stoffelbrian8 ай бұрын
This is silly. The video is about transparency. I'm publicly stating what I'm going to do so anyone who might want to learn from me can hold me accountable for my picks. Pretty sure there's nowhere in here where I say "Recommend" or "you should buy"
@bsmba13478 ай бұрын
maybe besides TMDX, the other two seem like dog shit
@timg90198 ай бұрын
This comment shows how much you know about investing. Very little clearly
@timg90198 ай бұрын
Good researched stock suggestions are hard to find and Brian is one of the best at it. His track record is VG. But he's not telling people you should buy it when, just when he is. Many people who like investing will value such videos.