저자: 미상 · 외국인
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결론: 영상 화자는 BFT(Paysafe 합병 예정) 매수를 강하게 권하며 합병 후 PSFE를 10배 기업으로 전망한다. 합병 일정: 2021년 3월 25일 특별주주총회에서 BFT의 Paysafe 합병 승인 예정, 이후 PSFE 티커로 상장 예정. 화자는 2021년 12월 11일 14달러 시점에 매수 추천, 이후 장중 고점 19.50 기록했다고 설명. 사업 뉴스: 2021년 2월~3월 사이 Paysafe가 암호화폐 출금 서비스(EEA 지역), Snowflake 클라우드 데이터 도입, Microsoft Azure 파트너십, PointsBet·Neopolar 등 제휴 발표. 화자는 이를 시장 지배력 근거로 제시. 경영진: 빌 폴리(Bill Foley)가 회장으로 선임되었으며 과거 성과를 근거로 강한 신뢰 표명. 재무 전망: iGaming TAM 800억 달러 언급, 2020~2023년 매출 성장률 연 10% 예상, 2021년 매출 15억 달러·매출총이익 9.3억 달러(마진 61%) 가이던스 제시. 최근 3년 순손실이나 잉여현금흐름은 2020년 3.62억 달러로 플러스 전환 강조. 투자 논리: 워런 버핏식 해자·예측 가능한 현금흐름 기준 제시, 가치 함정 회피 필요 언급. 캐시 우드의 ARK가 핀테크 ETF(ARKF)에 PSFE를 편입할 가능성을 높게 봄(수 주 내 편입 가능성 언급). 리스크: 화자는 면책을 밝히며 본인이 BFT 보유 중이라고 공개. 순손실 지속과 예측치의 불확실성은 언급되나 구체적 리스크 관리 조건은 제시하지 않음. 결론: 합병 후 PSFE 3년 내 10배 성장 전망, 강한 매수 의견.
다듬은 글
what's the single best business in the world i said if you could own a royalty on people spending money like visa or mastercard the greatest business in the world if that ever became a public company you want to buy that company hello since december the 7th last year we've been talking about bft as they announced a merger with global payments giant paysafe that day is upon us now and the special meeting to approve the merger will be held on thursday the 25th of march so come friday pay safe is almost certain to officially be unleashed as a public listed company and trading under the new ticker symbol psfe there is some big news serious contracts and incredible foresight from none other than kathy wood that we need to discuss as a countdown begins stay tuned keep it simple full disclosure i do have a position in bft and this is my highest convictions back on the 11th of december last year i released my first drill into this spec when it was trading at 14 since then it has recorded an intraday high of 19.50 before the market correction bft has outperformed the majority of other space during this period and for me it is no surprise i am not a financial advisor so please note this is all for entertainment only no more plugging let's start drilling okay paysafe launches a new fiat to crypto withdrawal service which for the first time will enable its scrotal customers to instantly convert and withdraw their fiat balance to an external cryptocurrency wallet that includes bitcoin or ethereum this is now available in the european economic area and they'll be looking to launch in other countries in the future i believe once they see the adoption they will be launching this worldwide cryptocurrency is not going away anytime soon so to see pay safe start the adoption already is a very promising site that they are in tune with the current change february 25th paysafe releases information that they are leveraging snowflake data cloud technology to achieve meaningful data insights this will enable them to deliver more informed and enhanced customer experiences by tapping into artificial intelligence ai and machine learning ml data models paysafe now looks to transform to a fully cloud-based approach for its payment services including its skrill and neteller digital wallets its e-cash solutions cash and its payment processing solutions in both north america and europe the future of ai and machine learning is everywhere and integrating to all industries and for me those companies who do not adopt quick enough will be left behind the integration of snowflakes technology is huge and really does show the company is looking to transform their business moving forwards and stay ahead in the race for ai and machine learning adoption march the 1st paysafe extended their partnership with rent muller the north american online rent payments platform rentmuller has now added paysafe cash as an alternative e-cash payment method to better serve u.s tenants whose payment preference is cash this continued market penetration to households who are either underbanked or unbanked is huge given that 22 of all u.s households fall into this category it's almost an untapped market in terms of what paysafe can offer march the 8th peso announces a multi-year global deal which will see microsoft support peso's strategic move to cloud-based transaction services as part of the collaboration paysafe will leverage microsoft azure's open and flexible cloud computing platform tools for its us payment processing and merchant services the continued partnerships and agreements with microsoft is big and follows on from its agreements with microsoft store and xbox payments integration march 15 paysafe announces an expansion of his partnership with points bet the premier global sportsbook operator that recently launched his online sports betting brand in michigan point spent already uses peso payment processing services in five other regulated u.s states this again shows the sheer dominance that paysafe has in the sports betting markets worldwide march the 16th pace partners with pro vemma to enable online cash payments for loans and insurance purchases provima are a polish fintech company offering a wallet application for financial management this new collaboration will allow customers to use the leading online cash solution pay save cash to pay for pro vemma services and manage their finances march 17 pay safe and neopolar interactive announced canadian collaboration in alberta's regulated online gambling space neopolar interactive is the premier provider of the most profitable i lottery programs in north america again we can see pay is dominating the eye gambling space finally the biggest news of all comes on march 18th and that is paysay formally announces a post-merger board of directors to lead the company forwards the new board of directors brings a multitude of experience across payments banking technology gaming entertainment legal and regulatory affairs capital markets and m a and the winner of the most valuable player award is bill foley bill foley will serve as company chairman and on march the 9th paysafe held an analyst day where his full credentials are summarized and we can see he has had enormous success with his previous companies in driving value creation and exponential growth i think anyone looking at their analyst day presentation should be looking at some really big catalysts moving forward if we look at the clientele that paysafe boasts right now i think we can project some serious future exponential growth with igaming having a tam total addressable market of 80 billion dollars we can see paysafe has already tapped the biggest players in this space including draftkings 888.com bet365 and william hill for example we also got to see for the first time some real numbers and we can see their projected revenue growth from 2020 to 2023 is showing a kaggar of 10 percent which is not exactly rocket fuel but is showing significant enough projected growth over time their guidance is projecting a revenue for 2021 to be 1.5 billion with a low forecast gross profit of 930 million dollars representing a 61 margin now they do show a net loss for the last three years but this is exactly where i think foley will and can turn things around big one of the most important things is the free cash flows are positive and have been growing for the last three years to 362 million dollars in 2020 as bill eckman says this is really what you should be paying high attention to in any stock as an investor so we look for very high quality businesses what we describe as simple predictable free cash flow generative dominant businesses a business that warren buffett would describe as having a moat around it right if you if you believe that the value of anything financial is the present value the cash you can take out of it over its life we need to know how much cash is going to generate over its life so the business quality to us is the single most important uh criterion for determining what's interesting because if we can't predict the cash flows we don't know what's worth we don't know what's worth we can't invest so we figure out what it's worth figure out how good the business is how predictable will this cash flows be from a railroad or a spirits company or a real estate company a shopping mall business and then we say okay well where's the trading and if there's a wide gap between price and value uh you can buy for 50 cents it's worth a dollar 20 and then we're going to take a hard look and try to understand why it trades at a deep discount and uh once we understand the reasons we decide well these things that we can solve you know can we in light of the situation uh the circumstances can we be influential in changing these these levers that can cause this valuation discrepancy to narrow and is this a business that while we're causing the valuation discrepancy to narrow we can also perhaps contribute to the valuation growing uh those things are true we found something that looks quite interesting for us i try not to think too much into these figures as these are projections that i think will be absolutely destroyed with foley taking the lead and judging by his previous successes i see pacific really dominating the market in the fintech space in one to two years time recently in march kathy wood of arc invest went on benzinger and talked about what she sees as the coming innovation sectors and how the markets would respond when talking about fintech she has this to say digital wallets are going to we believe gut banks so remember i told you the indexes have value traps we think banks are among them now banks and energy are both having a nice run here nice value run we're happy because that means the bull market is broadening out very happy about that but be careful about the value stocks that you buy digital wallets are not only going to do our banking they're going to be bank branches in our pockets our pocketbooks uh we're going to do our banking we're going to take loans we're going to uh pay debit on our cash app or our venmo and other paypal accounts uh we're going to buy stocks and crypto that all we're ready is happening millennials are leading the way here i think banks uh are facing innovative dilemma the innovator's dilemma and i think they they they are going to have a hard time catching up old dna versus new dna listening to her words paysafe literally checks all the marks from the justification of kathy woods archive etf which is aimed to provide exposure to fintech innovations including mobile payments check digital wallets check peer-to-peer lending blockchain technology and financial risk transformation i really see a high probability that arc would be adding psfe into this portfolio it just makes a lot of sense to me when we look at the actual holdings in the etf i only see square and paypal as being similar or viable competitors to paysafe it would not surprise me at all therefore to see pay safe within rkf in a few weeks time and this would be huge for the stock and i could see the price moving a big but even if arc do not invest in paysafe it is not the end of the world and the upside is still massive in the long run to summarize bft will be voting to merge into psfv on coming thursday if you want to get in before the merger you still have a couple of days as warren buffett once said someone is sitting in the shade today because someone planted a tree a long time ago i see pacific as a 10x company in the one to three year time frame with sami's bill mvp foley is unparalleled and unmatched and i can see him turning this company seriously profitable as cathy wood says old dna versus new dna and pay safe is striving forwards in the new age of fintech thank you for watching please take my analysis with precaution do your own due diligence and speak to a professional before you look to invest any of your money if you are interested in wpg stocks that i have in my freedom portfolio please check out my other videos for more huge growth stock picks analysis and updates please stay tuned and consider go on consider just consider subscribing to my channel so you get all the information first i am the simple trader i try to keep this simple and we'll simply see you next time
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