We came across a bullish thesis on Global-E Online Ltd. (GLBE) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on GLBE. Global-E Online Ltd. (GLBE)’s share was trading at $33.11 as of May 15th. GLBE’s forward P/E was 97.09 according to Yahoo Finance.

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Global-e (GLBE) began 2025 with impressive momentum, reporting 30% year-over-year revenue growth to $189.9 million in Q1, driven by...


