We came across a bullish thesis on Payoneer Global Inc. on Vidette Capital Research’s Substack by Tristan Unger. In this article, we will summarize the bulls’ thesis on PAYO. Payoneer Global Inc.'s share was trading at $6.65 as of September 5th. PAYO’s trailing P/E was 26.60 according to Yahoo Finance. The cross-border payments industry, including P2P, is expected to grow in the mid to upper single digits through 2030, driven by global trade, connectivity, mobile access, emerging markets, and technologic ...