In this video, I discuss Square's (SQ Stock) recent Q4 2020 earnings. I explain my thesis on SQ, why the CashApp is so important, and what would cause me to buy more or sell my shares.
0:00 Intro
1:04 My SQ Thesis
7:15 Q4 2020 Letter (CashApp Section)
13:09 My Plan for SQ
16:45 Outro
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