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.
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.