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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: S. maltophilia who wrote (78540)	11/19/2025 12:34:16 AM
From: Madharry	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 78767

matter of time before crypto and token transfers make western union a has been IMHO. went to chat gpt to see what BIDU robotaxi division was worth. according to goldman sacks $8billion, by comparison Waymo private market cap $45 billion. Value of Teslas Robotaxi unit considered by some to be several hundred billion. While I realize that it will be impossible for BIDU to operate in USA and very difficult in Europe , that still leaves China the rest of Asia, Austrailia, and South America, so I think $8billion is a crazy low valuation, Bidu has a big cost advantage too because their robotaxi only cost $30k. and I have heard $115k for the Waymo taxi. OT i spent some time looking at Bitcoin , not a chartist but seems amazing that they have lower trend line that goes back 10 years that it has always bounced off of, what also seems amazing to me but not to chat gpt is that $3 billion in net outflows over a 30 day period causes a 25% decline in a $1.8 trillion asset class. I dont know how tax loss selling will impact because i guess you can take your loss in one bitcoin etf and just buy a different one the same day. I also dont recall a $3billon net inflow raising the price of bitcoin 20% either, Read that Ellison is planning a serious bid for WBD. My uneducated guess is that it will be in the $28 to $32 range,

To: S. maltophilia who wrote (78540)	11/19/2025 12:56:20 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78767

There may be more and cheaper, but I don't know about alternatives, because I don't know the typical customer of his/her options. I have only anecdotal suspicions/guesses. The "typical" person would be a worker who gets paid weekly by check? Would that person "typically" have a bank account, or would that person use a check cashing service? I go to large hispanic supermarkets sometimes. I see moneygram or WU little cubbyholes that are manned where people can use these services. In that there is convenience for the customer who has cash, I am assuming. Otoh, yes, I have to assume there's big risk that somehow fintech startups or entrenched fintech or something will hack away at WU and take customers. So far though, past eight years revenue's been steady, profitable, dividend's holding up. My tracking few shares reduces risk of significant dollar losses. Occasionally there's a rise in stock price to capture a trade.