Latest ideas and analyses related to payments ecosystem

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FOUR

+53 pts



Dissecting '22 + Medium-Term Outlook; Maintain Market Perform

By toastcrunch.info on June 1, 2022, 10:44 a.m.
Tagged topics: payments ecosystem

Views: 21, Votes: 4, Responses: 0, Attachments: 1
LSPD

+31 pts



$LSPD 4Q22 Results: Beat & Guide Ahead With Path to Profitability

By realmomobags on May 20, 2022, 2:57 a.m.
Tagged topics: earnings results , payments ecosystem

Views: 13, Votes: 1, Responses: 0, Attachments: 1
Tech

+31 pts



A Look at the Week Ahead & Updating Our Models and Price Targets

By Thomasidea on May 18, 2022, 3:57 a.m.
Tagged topics: payments ecosystem , US

Views: 13, Votes: 2, Responses: 0, Attachments: 1
PYPL

+35 pts



$PYPL Growth Formula Still Checks Out (Does it?)

By realmomobags on April 28, 2022, 4:16 a.m.
Tagged topics: earnings results , fintech , payments ecosystem

Views: 33, Votes: 1, Responses: 0, Attachments: 1
PAYA , EVO , IIIV , RPAY

+2 pts



Request, $IIV $EVO $RPAY $PAYA initation / coverage

By lukemanderson12 on April 2, 2022, 5:05 p.m.
Tagged topics: fintech , initiation report , payments ecosystem

Views: 34, Votes: 3, Responses: 0, Attachments: 0
AFRM

+37 pts



CFPB BNPL Inquiry Likely Only Informational; AFRM Well-Positioned From A Regulatory Standpoint

By KHUN on Dec. 20, 2021, 5:54 a.m.
Tagged topics: analyst checks , buy now pay later , payments ecosystem

Views: 67, Votes: 7, Responses: 0, Attachments: 1
AMZN , MA , V

+5 pts



I am very interested in anything payments related so thanks for this one! Anyone with the UBS report on payments?...

By uniqueerique on Nov. 21, 2021, 4:02 a.m.
Tagged topics: eCommerce , fintech , payments ecosystem

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , MA , V

+1 pts



the report is useless....

By rosstychan111 on Nov. 19, 2021, 1:31 a.m.
Tagged topics: eCommerce , fintech , payments ecosystem

Views: 1, Votes: 1, Responses: 0, Attachments: 0
V , MA , AMZN

+47 pts



$V $MA - $AMZN likely trying to influence pricing in the co-brand relationship or the network fees it pays directly

By josiebe on Nov. 18, 2021, 1:18 p.m.
Tagged topics: eCommerce , fintech , payments ecosystem

Views: 193, Votes: 6, Responses: 2, Attachments: 1
V , MA

+47 pts



#Cryptocurrency appears unlikely to leapfrog the massive lead $V & $MA have on network scale and acceptance any time soon

By josiebe on Nov. 5, 2021, 11:20 a.m.
Tagged topics: cryptocurrency , fintech , payments ecosystem

Views: 202, Votes: 11, Responses: 0, Attachments: 1
MA , V

+5 pts



Thank you very much for sharing. This was a great piece of research for sure. I look forward to more of this kind of research....

By uniqueerique on Oct. 19, 2021, 7:38 a.m.
Tagged topics: valuations , analyst checks , payments ecosystem

Views: 1, Votes: 1, Responses: 0, Attachments: 0
V , MA

+38 pts



$V $MA : Answering the question on A2A, Digital Wallets, and BNPL impact to card networks

By KHUN on Oct. 18, 2021, 11:57 p.m.
Tagged topics: valuations , analyst checks , payments ecosystem

Views: 61, Votes: 3, Responses: 1, Attachments: 2
MA , SQ , V

+1 pts



Thanks for posting!...

By guccihammers on June 29, 2021, 1:04 a.m.
Tagged topics: digital wallets , TAM expansion , secular growth , fintech , Cash App , D.A. Davidson , payments ecosystem

Views: 2, Votes: 1, Responses: 0, Attachments: 0
SQ , V , MA

+36 pts



$SQ - DA Davidson says Square looks expensive only because the market is underestimating its earnings potential, and this is 'just the beginning'

By realjoe on June 25, 2021, 3:03 p.m.
Tagged topics: digital wallets , TAM expansion , secular growth , fintech , Cash App , D.A. Davidson , payments ecosystem

Views: 297, Votes: 4, Responses: 1, Attachments: 3
SQ

+2 pts



Thanks for the information!...

By guccihammers on May 25, 2021, 2:27 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , SMBs , payments ecosystem

Views: 1, Votes: 2, Responses: 0, Attachments: 0
SQ

+2 pts



Thanks!!!...

By anon7828 on May 25, 2021, 12:04 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , SMBs , payments ecosystem

Views: 1, Votes: 2, Responses: 0, Attachments: 0
SQ

+11 pts



Square has immense potential with Cash App. They are monetising users well and increasing MAU's. They are also using cash app to expanding into lending....

By yrc7777 on May 22, 2021, 10:38 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , buy now pay later , buy the dip , SMBs , payments ecosystem

Views: 2, Votes: 2, Responses: 0, Attachments: 0
SQ

+44 pts



$SQ - after a beat-and-raise Q1, street optimistic Square will sustain robust growth for the foreseeable future despite management withholding guidance

By phenphen on May 7, 2021, 10:37 a.m.
Tagged topics: earnings results , cryptocurrency , beat and raise , fintech , Cash App , Needham , BMO , SMBs , payments ecosystem

Views: 200, Votes: 5, Responses: 3, Attachments: 7