Global-E Online Ltd. Ordinary Shares

Adding more $GLBE. Last purchase before earnings in a few weeks.

- Price and multiples have come down to more reasonable levels
- Huge industry tailwinds with international eCommerce outpacing domestic growth
- Direct to consumer and online retail trends are also in Global-e's favor
- Shopify partnership/Flow Commerce acquisition opening up new customer bases

Risk: Russia-Ukraine conflict and China-Taiwan tensions have led many to speculate a de-globalization trend so this is certainly a risk to watch.

My $GLBE trades

Bought 125% more GLBE

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