Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Tag: PYPL
Our 2019 Technology CEOs of the Year included Andy Florance of CoStar Group (tkr: CSGP), Lance Uggla of IHS Markit (tkr: INFO), Ajay Banga of Mastercard (tkr: MA), Satya Nadella of Microsoft (tkr: MSFT) and Bill Stone of SS&C Technologies (tkr: SSNC). The risk/reward ratio for the equity markets hasn't been this unfavorable since the … Continue reading Catching Up with CEORater’s 2019 Technology CEOs of the Year
Square's (tkr: SQ) Cash App appears to be winning the mind share battle against Venmo, the peer-to-peer ("P2P") payments platform owned by PayPal (tkr: PYPL). We ran a Google Trends analysis on search terms "Cash App" and "Venmo" for two time periods - the past 12 months and the past 30 days - for Google … Continue reading Is Square’s Cash App Winning The P2P War?
We list a handful of industries that may accelerate their mobile workforce and remote capability efforts in the COVID aftermath. ASSET MANAGEMENT: We believe the big opportunity here is for virtual meetings whether they be one-on-one meetings between investors and management teams or full analyst days. Basic video communication and live streaming services are offered … Continue reading Industries Best-Positioned To Go Mobile Post COVID
Bloodletting is thought to have originated in Egypt several thousand years ago. Bloodletting became standard medical treatment in medieval Europe to treat various conditions including plague, smallpox, epilepsy and gout. Investors continued the bloodletting in Thursday's trading session. Despite the blood and emotions, there is plenty of room for stocks to drift further downward. Many … Continue reading Let It Bleed
The Coronavirus has wreaked havoc on the markets. Valuations have come in across the board making things interesting. Here is a screen from our CEORater database. Click HERE for our summary valuation table. Apple (tkr: AAPL), Facebook (tkr: FB) and SS&C Technologies (tkr: SSNC) each trade below 20x EV/LTM Operating Cash Flow. Click any table … Continue reading With Turmoil Comes Opportunity
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
We took a snapshot of FinTech company valuations based on an extract from our CEORater database. We looked at Enterprise Value as a multiple of LTM Operating Cash Flow. You may access the file HERE or after the break below. Should you have any questions reach me at jmaietta@tek2day.com Tickers mentioned: BR, FDS, FICO, FIS, … Continue reading FinTech Valuations
Venmo - PayPal’s crown jewel - built its network on Facebook’s back. Facebook (tkr: FB) ought to move to acquire PayPal (tkr: PYPL). Venmo is perhaps the most user-friendly Peer-to-Peer ("P2P") payment service in large part due to its Facebook integration which makes it easy for users to connect and transact with each other. Connect … Continue reading Facebook + PayPal = Payments Powerhouse
It is going to be a tough road for Walmart (ticker: WMT), to catch Amazon (ticker: AMZN). The latter can use profits from PRIME and AWS to subsidize investments that provide a competitive advantage in retail operations and elsewhere (think cashierless checkout). One way for Walmart to begin to remedy this situation would be to … Continue reading Walmart + PayPal = True Commerce
PayPal (tkr: PYPL) plans to acquire e-commerce rewards company Honey Science Corporation for approximately $4 billion. The deal is expected to close in Q1 2020 and is but another Fintech deal in a year rich with Fintech transactions. PayPal plans to leverage Honey, legacy PayPal and Venmo as a payments triangle of sorts. Honey of … Continue reading Mobile Commerce – PayPal to Acquire Honey for $4 Billion
