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$WISE and Contrarianism

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Content provided by Hugh Hendry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hugh Hendry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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In this episode of The Acid Capitalist, Hugh Hendry dives into the volatile world of FinTech, analyzing Wise and its market positioning compared to giants like PayPal. He shares insights from an encounter with a young, die-hard value investor, dissecting the risks of stock-picking in a sector riddled with landmines.

Are FinTech disruptors truly innovative, or are they just banks in disguise riding the interest rate wave? Hugh breaks down the hidden risks of cash transfer companies, the role of interest income, and why pricing wars could push margins to zero. With PayPal’s stock crumbling and Wise at an all-time high, is this the next big breakout or a ticking time bomb?

Join Hugh as he takes a contrarian look at the forces shaping FinTechs, from the battle for profitability to the long-term sustainability.

⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
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https://hughhendry.substack.com
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Chapters

1. Intro (00:00:00)

2. Young British Value Investor (00:01:06)

3. Inside the mind of an Acid Capitalist (00:05:28)

142 episodes

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$WISE and Contrarianism

The ACID Capitalist Podcast

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Manage episode 470324377 series 2659938
Content provided by Hugh Hendry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hugh Hendry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

In this episode of The Acid Capitalist, Hugh Hendry dives into the volatile world of FinTech, analyzing Wise and its market positioning compared to giants like PayPal. He shares insights from an encounter with a young, die-hard value investor, dissecting the risks of stock-picking in a sector riddled with landmines.

Are FinTech disruptors truly innovative, or are they just banks in disguise riding the interest rate wave? Hugh breaks down the hidden risks of cash transfer companies, the role of interest income, and why pricing wars could push margins to zero. With PayPal’s stock crumbling and Wise at an all-time high, is this the next big breakout or a ticking time bomb?

Join Hugh as he takes a contrarian look at the forces shaping FinTechs, from the battle for profitability to the long-term sustainability.

⬇️ Subscribe on Patreon or Substack for full episodes ⬇️
https://www.patreon.com/HughHendry
https://hughhendry.substack.com
https://www.instagram.com/hughhendryofficial
https://blancbleustbarts.com
https://www.instagram.com/blancbleuofficial
⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!
🧢 Hats & Merch
📸 Instagram
🐦 Twitter / X
📩 Substack
👂Listen and 🔥 Subscribe
📺 YouTube
🎧 ...

  continue reading

Chapters

1. Intro (00:00:00)

2. Young British Value Investor (00:01:06)

3. Inside the mind of an Acid Capitalist (00:05:28)

142 episodes

All episodes

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