We need to talk about Paysafe.

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Paysafe Stock (PSFE) has just fallen by over 40% following the release of their Q3 2021 earnings report, which showed that the digital wallet segment of their business is actually in decline.

In this video I give my thoughts on what this means for the business going forward, my updated price target and what I plan to do with my shares.

0:00 - Intro and bull thesis
2:03 - Reduction in the high margin digital wallet segment
8:51 - Management's revised FY22 outlook
9:56 - My previous and updated price target
14:54 - Closing thoughts
Category
Management
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