Vincent co-founder Slava Rubin and Marcelo Ballvé, Pre-IPO analyst at Sacra, analyzed Stripe, the global payments platform last valued at $95 billion. They dug into the company’s growth, strengths, challenges, IPO prospects, and answered investor questions.
During the discussion, Slava and Marcelo talked about:
- Stripe's company history and business model
- That the company is cashflow positive and expects to maintain this in 2024.
- The payments market is rapidly shifting online, especially in Asia.
- The company is focusing on expanding its enterprise customer base.
- Stripe's valuation is currently around 19x net revenue.
- Investors should consider the growth potential of Stripe in the fintech space.
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