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Expert: Harrison Moot - Block | Summer Series

Equity Mates Investing Podcast

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What's the Bear Case for Block?

The business today is doing for this financial year, $6 billion of gross profit. So let's just say for the next five years that gross profit compounds at 25%. So that's roughly a 3x return on investment. If you look at peers today and given the breadth that they cover across both merchants and consumers and by now pay later. There's the opportunity for a 5x return if it plays out like that.

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