An old cigarette butt with one final puff to it
Great insights, highly informative! Thanks for sharing
Thank you Tiago for sharing your analysis. I really enjoy reading your weekly updates!
This is an interesting pick and I'm now curious to research WU more. Curious to hear what's your take on the 2 billions of Goodwill on the Balance Sheet? That's half the current market cap, and 25% of their assets. WU seems to have made several acquisitions over the years, and it's hard in retrospect to find out how these played out.