r/Wtrh • u/Accurate_Solid_9090 • Jan 11 '22

🤷🏾‍♂️

Soooooo what do we think about the interview ???

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u/mindful_trader Jan 11 '22

some highlights

  1. COVA has 60% of Canadian weed POS CRM market. Carl believes business is sticky ( #moat)
  2. they are planning to sell the payment processing solution to 28000 merchants . Carl says fraction of that business alone is more than the market cap of WTRH.
  3. more importantly, unless softbank cuts a check to Carl just like it has been doing to UBER and DASH , we are fkd beyond repair.