Really interesting comparison between WeBull and Robinhood! The valuation gap is striking, but I think the key question is whether WeBull can match Robinhood's user engagment and monetization per user. The historical parallels to PLTR and RBLX are compelling, but those companies had unique moats. What do you see as WeBull's competitive advantage beyond just being cheaper?
Webull does not have to match Robinhood's user engagement or monetization, it doesn't even have to be better than Robinhood. It just needs to be good enough that it can be even just 1/10 of what Robinhood is/can do. This is how big Robinhood is, even if Webull becomes 1/10 the size of Robinhood that will be +100% on shares alone.
When I go to Discord chats and see the success channel, the ratio of Robinhood u.i vs Webull u.i is very similar or people even using both for trading.
Monetization and user engagement per user is a good point that you brought up but keep in mind that back in 2021 Robinhood was loosing 3.69 billion dollars and that was one of the best times to buy $HOOD stock. Monetization can always improve but it can't get worse, this might be the worse it can get.
Really interesting comparison between WeBull and Robinhood! The valuation gap is striking, but I think the key question is whether WeBull can match Robinhood's user engagment and monetization per user. The historical parallels to PLTR and RBLX are compelling, but those companies had unique moats. What do you see as WeBull's competitive advantage beyond just being cheaper?
Webull does not have to match Robinhood's user engagement or monetization, it doesn't even have to be better than Robinhood. It just needs to be good enough that it can be even just 1/10 of what Robinhood is/can do. This is how big Robinhood is, even if Webull becomes 1/10 the size of Robinhood that will be +100% on shares alone.
When I go to Discord chats and see the success channel, the ratio of Robinhood u.i vs Webull u.i is very similar or people even using both for trading.
Monetization and user engagement per user is a good point that you brought up but keep in mind that back in 2021 Robinhood was loosing 3.69 billion dollars and that was one of the best times to buy $HOOD stock. Monetization can always improve but it can't get worse, this might be the worse it can get.
Webull just has to be good enough, not better or greater than $HOOD, just like our thesis on $AMD & $NVDA: https://youtu.be/wkBi9VngaA0?si=d6nxRYM_UTTXYd_K