Some thoughts
🧠 Robinhood has been live in the UK since 2023.
- Revolut is arguably now the biggest competitor
- Europe is the logical next step
🧠 Europe is a market where consumers don’t invest.
- Can Robinhood’s very American approach turn that into an opportunity where others have failed?
🧠 The UK and Europe are both trying to unlock their capital markets.
- The EU is larger than the USA by GDP, but its capital market is not nearly as active. 60% of US consumers own stocks, its anywhere between 30% and 1% in Europe.
🧠 Eastern Europe is a growing market, that is underinvested.
- There's a young population with more disposable cash.
- Poland and the Baltics have some of the fastest growing economies in the world if Robinhood can move the consumer investment space from 1% to 10% that’s a massive opportunity.
🧠 This is Revolut’s home turf. Revolut has done really well expanding in Eastern Europe, and in its investing products.
🧠 Robinhood has been live in the UK since 2023.
- Revolut is arguably now the biggest competitor
- Europe is the logical next step
🧠 Europe is a market where consumers don’t invest.
- Can Robinhood’s very American approach turn that into an opportunity where others have failed?
🧠 The UK and Europe are both trying to unlock their capital markets.
- The EU is larger than the USA by GDP, but its capital market is not nearly as active. 60% of US consumers own stocks, its anywhere between 30% and 1% in Europe.
🧠 Eastern Europe is a growing market, that is underinvested.
- There's a young population with more disposable cash.
- Poland and the Baltics have some of the fastest growing economies in the world if Robinhood can move the consumer investment space from 1% to 10% that’s a massive opportunity.
🧠 This is Revolut’s home turf. Revolut has done really well expanding in Eastern Europe, and in its investing products.
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