Want to create an interactive transcript for this episode?
Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP032: Remitly (RELY): Future Multibagger or Stablecoin Casualty? w/ Daniel Mahncke & Shawn O’Malley
Description: Daniel & Shawn dive into Remitly, the digital remittance platform aiming to disrupt a $2 trillion global market. After years of prioritizing customer acquisition and corridor expansion over profits, Remitly is now approaching a critical inflection point, one where scale, margin leverage, and cash generation could unlock a new phase of investor confidence. But there are risks as well: crypto-native challengers, regulatory uncertainty, and broader concerns about the remittance industry all raise the question of whether the upside is worth the risk.
Here, they unpack Remitly’s moat, including its direct payout network, risk engine, and cu...