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 marginsThe super-app moat (wealth, business banking, subscriptions) vs. copycatsBull vs Bear cases: regulation, US expansion, rate cycles, fees, customer trustLessons from Amazon/Tesla … and cautionary tales like WeWorkIPO timing, venue (London vs NASDAQ), and how we’d approach the stock at listingStick around to the end for our verdicts: Jan's cautious take vs. Jonny’s bullish case.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 [email protected]
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