You can define “potential” in any holistic way (valuation, addressable market, revenue, etc...)
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Robin Hood competition seems more competent than flexport competition. Lots of blue ocean literally on flexports side
Didn’t Robinhood just file to become a bank? Seems like the trajectory is still massive for them.
Both Wells Fargo and American Express began as logistics companies. Flexport is just getting started.
Cool story bro. Neither of them are great companies or close to being the top in their industry. It’s like saying flexport can be the next Shasta soda of the beverage industry.
Robinhood launched clearing services late last year and that's a super big deal. Most of the clearing services are so antique and run by few big banks. There's definitely great growth potential there.
What is clearing services?
This