Description

Revolut just hit a $75B valuation via a secondary share sale, more than some UK high-street banks and even Nubank (despite Nubank’s larger revenue and users).

In this Banking Without Borders episode, Jonny and Jan break down:

• What the secondary sale really signals (and why headlines matter)
• Revolut’s numbers: revenue, profit, users, deposits, and margins
• The super-app moat (wealth, business banking, subscriptions) vs. copycats
• Bull vs Bear cases: regulation, US expansion, rate cycles, fees, customer trust
• Lessons from Amazon/Tesla … and cautionary tales like WeWork
• IPO timing, venue (London vs NASDAQ), and how we’d approach the stock at listing

Stick around to the end for our verdicts: Jan's cautious take vs. Jonny’s bullish case.

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https://link.bankingwithoutborders.co.uk/discord

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Connect with us (via LinkedIn)

Jan: https://www.linkedin.com/in/jan-watermann/

Jonny: http://www.linkedin.com/in/jonny-pease

Got a question or topic you want us to cover? Drop us a message at jonny@technicallymoney.com