On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss:


00:00 Introduction
03:43 Understanding business model
09:38 Competitive Landscape
12:35 Unique Country Focus
15:58 Growth Drivers: Total Payment Volume and Customer Acquisition
18:53 Addressing the Muddy Waters Short Report
33:00 Valuation
39:46 Risks and Challenges in Investment
45:10 Growth potential
56:40 Final Thoughts and Resources


James's Substack: ⁠https://rockandturner.substack.com/⁠


James's book: ⁠https://www.amazon.com/Fabric-Success...


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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.