Makes sense...what is old is new again

[LifeOfDreamer]

Now Saul in GLBE.
He must read this board…has to just be mocking me with this post.

Global-e: This one is a lot smaller position

Here’s a company that I’ve taken a smaller position in. Rubenslash introduced it to the board back in May of 2021 but I didn’t really get around paying attention until the past month, with help and encouragement from JabbokRiver. Global-e handles all the complications of cross-border sales for mostly large well-known retail companies. That means taxes, customs, deliveries, refunds, returns, the whole works (in twenty-eight or so languages). As you might guess, that is quite a moat. It is growin…

As usual, his complete disdain for valuation led him to buy at $28+ when stock has been at $19 or less twice in past year. And at the time it was at $19, it was still putting up better ER numbers.

Whatevs. Can’t make this stuff up.

On deck must be TTD and NVDA. Maybe ESTC…ha.

Dreamer