Thanks as always for your insights
@hankreardon - especially this one: "In terms of omni presence at the interface between merchant/customer, this would probably be the best placed business in the world (Paypal doesn't have the physical presence)."
Congrats on your amazing investment result to date, supporting by the best analysis I've seen on HC. As I've said before, you single-handedly helped me stay the course for several years. Unfortunately I got mostly shaken out in the COVID crisis due to other inflexible financial commitments that broadly co-incided. But still my best investment by a mile.
Thanks again.
