Global-e Online: A Portfolio Manager’s Take on Tariffs and Triumphs

Now, let me pause here for a moment to marvel at how strange it is that markets can behave like moody teenagers-capable of sulking over imagined slights while ignoring perfectly good news. In this case, Global-e managed to grow revenue by 28%, turned a profit for the second time in three quarters, and even raised its full-year sales growth guidance to 31%. If I were grading companies like students, I’d give them an A-minus for effort. And yet, the market seems determined to flunk them anyway.








