Still early days obviously (as well as a lot of macroeconomic uncertainty), but what was your take on the last earnings report? I assume it's lifted your sentiment on Block?
After the steep drop the Block stock price had due to fears over how fintech would perform with rising interest rates, the previous earnings report hinting that there might be a post covid slowdown, and PayPal hugely disappointing (from what was mostly PayPal-specific news mind you, and there's been signs for a while that PayPal have shown pretty poor leadership, especially in contrast to Block) - I wouldn't be surprised to see a pretty significant recalculation/bounce continue. But don't want to make any short-term predictions.
Alternative Metrics, page-57
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