Hidden gems. One never knows when he or she may stumble upon such an asset. Paymode-X is one such example. Tickers mentioned in this note and/or podcast: AAPL, AMZN, AXP, BAC, EPAY, FB, FISV, GOOG, GPN, MA, PYPL, SQ, TFC, V A decade ago Bottomline Technologies (ticker: EPAY), acquired B2B payment network "Paymode-X" from Bank … Continue reading Is Bottomline Technologies (EPAY) Undervalued? A Comp to EPAY-owned Paymode-X Suggests “Yes”.Premium
Tag: Apple Pay
While the iPhone is an over-priced commodity, it is a key strategic component of Apple’s growth strategy. Apple missed on its Content business strategy but Apple Pay/Card and Apple Health are long-term growth opportunities. Will Apple capitalize? Our overview of Apple’s business follows. Premium Article $9.99. Word count 805. Hardware Focusing on phones, the iPhone … Continue reading How We View ApplePremium
Innovation is the Mother of Disruption Global Payments (tkr: GPN), and Total System Services/TSYS (tkr: TSS), agreed to combine in an all-stock transaction valued at approximately $21.5 billion. One could argue that Global Payments and TSYS needed to merge to better compete with recent payment mergers, in particular Fiserv and First Data. However, what's the … Continue reading More Payments M&A Is A Reaction to A Shifting Landscape
We sifted through TSYS' recent 2018 U.S. Consumer Payments Study and extracted the highlights. You may view the slides below in PDF form by clicking HERE. To read the full report click HERE. Reach us with any questions at firstname.lastname@example.org
Will we subscribe to Apple’s forthcoming subscription video on demand (“SVOD”) service simply because it’s Apple? Apple plans to release various service bundles later this year that will contain video and news content. For purposes of this discussion let's focus on video content where the name of the SVOD game is "content quality". At launch, … Continue reading Apple’s New Video Service – How Many Subscription Services Can We Eat?
Today’s announcement that Fiserv plans to acquire First Data in a $22 billion all stock deal continues the string of payments-related deals. More importantly it stresses what many know – that the incumbent payment companies are not innovation factories. Acquire in the absence of innovation – although I believe all companies should have an active … Continue reading Fiserv & First Data: Acquire in the Absence of InnovationPremium