Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Western Union: Rising Tide May Fail To Lift The Big Boat

Western Union (WU) does not seem to be in a position to fully monetize the improving market environment for the money transfer industry, since the product profile and revenue makeup of the business is such that the risks outweigh the return for the stock that is trading at a significant premium to other players in the space as well as businesses with similar growth potential. The stock is worth studying for pair trading against the emerging leader in the financial services food chain - PayPal (PYPL) or the 'comeback kid' in the space - MoneyGram (MGI), which was covered in detail in my recent note. Image source: WU website The company is ...
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