Q: I think GSY operates only in Canada but apparently has peers in the U.S. Can you compare them in terms of multiples and general outlook.
Q: Hello,
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.
VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?
WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?
I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.
VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?
WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?
I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).