Global-E is a all-in-one solutions for merchants wanting to do cross border. The company had a pretty impressive investor day yesterday. L5Y growth of 47% CAGR and they guide for 25% p.a. revenue growth next three years. They work with more brands than i thought, including many of LVMH brands, adidas and Logitech. They are also the exclusive provider of cross border for Shopify. The stock is down 32% YTD, valuation is c. 30x P/E NTM but for those growth rates it does not seem crazy (compared to some of the other stocks we discuss here)
I have been adding on weakness, but was wondering if I was missing something. Anyone else in the GLBE boat?