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Posted by
Two Blokes Jun 24 -
Filed in
Stock
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3 views
Clear Secure is attractively valued, expanding into high-margin digital identity products, and benefits from strong network effects in its core Clear+ business. Management is shareholder-friendly, with share buybacks, growing dividends, and a strong balance sheet supporting ongoing capital returns and growth initiatives. Key risks include regulatory changes, slipping retention rates, and execution challenges in commercializing new products, but current fundamentals remain robust.
