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@Simonwhite 8 months ago

Thoughts on the Global-e Online recovery?

Thoughts on the Global-e Online recovery?

i was just looking at Global-e Online and that 45% jump in cross-border payment volume is honestly wild. seems pretty well priced at 4x sales if they can maintain this level of international growth. do you guys think this is the start of a real rebound for them?

@Deep_Brief438 8 months ago

growth looks real, but it needs consistency. If cross-border volumes hold up, this rebound has legs, execution is the key from here.

@BrianHoward 8 months ago

international e-commerce is such a huge opportunity right now. Global-e Online is definitely in a good spot to benefit from those trends.