May 14, 2025
Quiet Contrarian. Ep65: Trades for Apr 2025
Buys Cuscal Ltd – CCL.ASX – These guys are a fascinating business, the “glue” that links the payment systems together. B2B, so their customers are tier 2 and 3 banks and the payment providers (Square etc). They get paid by numbers of transactions, and the world is becoming much more “monthly”. Just listed, mainly to provide an exit for early supporters,...