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Block, Inc. (XYZ): A Bull Case Theory

We came across a bullish thesis on Block, Inc. (XYZ) on Daniel Romero’s Substack. In this article, we will summarize the bulls’ thesis on XYZ. Block, Inc. (XYZ)'s share was trading at $58.74 as of 23rd May. XYZ’s trailing and forward P/E were 14.26 and 16 respectively according to Yahoo Finance.

Block Inc. is undergoing a pivotal transformation, evolving from a high-growth fintech into a vertically integrated ecosystem that bridges commerce, banking, consumer finance, and emerging technologies. At the heart of this shift are Cash App and Square—dominant platforms in their...