Substack · Bid Cap
Wise Fell 6% and I Asked If It's a Long: What Is This, a Take Rate for Ants?
49bps take rate. 19x earnings. Nine legal hits since 2022.
Since publication 0.0% α −0.3 pp vs FTSE 100 · GBp
Europe · 9 entries · 7 publications
WISE.L
Wise PLC
- Entries
- 9
- Bullish
- 1
- Bearish
- 0
- First
- Jun 6, 2025
- Latest
- Oct 20, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on WISE.L at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeTimeline
Newest to oldest- October 2026 2 entries
Substack · MoneyMuscle: Which Stocks to Buy and Why · MoneyMuscle
Wise Travel FY26 Result: PAT up 26%, Strong FY27 Guidance
Guides for 35-40% revenue growth outlook with improving margins. After a strong FY26 Wise Travel is trading at cheap current and forward valuations
Since publication −10.6% α −11.7 pp vs FTSE 100 · GBp
- July 2026 2 entries
Substack · The Pursuit of Compounding
Wise Q1 FY27: One Basis Point Delivered, Four More Promised
How telegraphed price cuts, a 50bps take rate, and surging B2B volume prove Wise is turning price into a weapon.
Since publication −10.6% α −12.9 pp vs FTSE 100 · GBp
Blogs · r/ValueInvesting · /u/Independent_Visioner
Challenge my Wise Group (LON: WISE) investment thesis
Please challenge my thesis, I’m looking for the strongest counter arguments. Wise is a founder led company with an expanding moat driven by economies of scale. As volumes increase, it lowers fees, attracting more users…
Since publication −15.4% α −16.5 pp vs FTSE 100 · GBp
- June 2026 1 entry
YouTube · Kneppy Invests
WiseTech Crashes 18%! Richard White Under AFP Investigation
- November 2025 1 entry
Substack · The Curious Compounder · Simon Young
Wise plc: The innovator's dilemma
Is Wise investing ahead of the curve or playing catch up ?
Since publication −5.7% α −16.8 pp vs FTSE 100 · GBp
- September 2025 1 entry
Substack · The Curious Compounder · Simon Young
Small Fees, Big Business: Wise plc's Scale Economies Shared
Wise is building a low-cost, global money transfer service. By reinvesting higher volumes into lower prices it is delighting its 16m customers and growing a scale economies shared business model
Since publication −23.3% α −40.4 pp vs FTSE 100 · GBp
- July 2025 1 entry
Substack · CosmicCapital’s Substack · CosmicCapital
How Richemont, Wise & Diploma Are Tracking This Quarter
Is it business as usual or are there structural issues? Wise Plc, Diploma Plc, Richemont
Since publication WISE.L −23.1% α −43.1 pp vs FTSE 100 · GBp
- June 2025 1 entry
Substack · CosmicCapital’s Substack · CosmicCapital
Wise FY25 Results - Stock Analysis
Are these Day 1 vibes?
Since publication −28.1% α −49.9 pp vs FTSE 100 · GBp
There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.