Tag: SQ

The Free Trading Business Is Getting Crowded. Webull and Square Have an Edge.<span class="badge-status" style="background:red">Premium</span> 

The Free Trading Business Is Getting Crowded. Webull and Square Have an Edge.Premium 

Webull - the China-based fintech firm - is the latest entry in the commission-free trading space along with Robinhood, Square and Fidelity to name several. These zero commission stock trading apps have enabled the equity bubble in part. A key element of these platforms is fractional share trading which enables retail equity traders to buy … Continue reading The Free Trading Business Is Getting Crowded. Webull and Square Have an Edge.Premium 

CyberSecurity As A Competitive Differentiator

CyberSecurity As A Competitive Differentiator

Were I to go to market with an Enterprise Software product portfolio I would stress our CyberSecurity capability in all product marketing efforts. It doesn't matter what the core product offering is - CRM, HRMS, POS, Payroll - CyberSecurity must be baked into the offering. To make CybeSecurity an afterthought is to risk losing revenue … Continue reading CyberSecurity As A Competitive Differentiator

CEORater 2020 Technology CEOs of the Year

CEORater 2020 Technology CEOs of the Year

We selected five top CEOs across five Technology categories. Three of the five CEOs are founders: FinTech - Payments: Jack Dorsey, Square (tkr: SQ)FinTech - Capital Markets/ Asset Mgt.: Jeffrey Sprecher, Intercontinental Exchange (tkr: ICE)Information Services: Jerre Stead, Clarivate Analytics (tkr: CCC)Platform Companies: Satya Nadella, Microsoft (tkr: MSFT)PropTech: Andrew Florance, CoStar Group (tkr: CSGP) Click … Continue reading CEORater 2020 Technology CEOs of the Year

Square’s Cash App Has A Fraud Problem

Square’s Cash App Has A Fraud Problem

We compared a number of Fintech apps in the Google Play Store. Square's Cash App ranked #7 (See our analysis for Fintech rankings). Venmo failed to rank in the top 600. Recent Cash App user reviews from the same Google Play Store analysis suggest Cash App is frequently hacked. View our analysis by clicking the … Continue reading Square’s Cash App Has A Fraud Problem

Fintech Growth Is Hitched to Asia and Africa

Fintech Growth Is Hitched to Asia and Africa

FinTech companies with global ambitions would be wise to look to Africa and Asia for growth given global population trends. Perhaps no Fintech CEO has been as vocal about Africa as Square (tkr: SQ), CEO Jack Dorsey who had planed to operate from Africa for a period of time. Africa's "unbanked" population represents a significant … Continue reading Fintech Growth Is Hitched to Asia and Africa

Cryptocurrency Is Starting To Gain Recognition As A Store of Value

Cryptocurrency Is Starting To Gain Recognition As A Store of Value

This trend has accelerated since the Federal Reserve embarked on its money printing spree earlier this year. Using Bitcoin as a proxy, it is clear that cryptocurrencies have evolved beyond speculative investment status to become a store of value. There are a fixed number of Bitcoins that may be mined (21 million) which checks one … Continue reading Cryptocurrency Is Starting To Gain Recognition As A Store of Value

FinTech Companies and Their Website Traffic<span class="badge-status" style="background:red">Premium</span> 

FinTech Companies and Their Website TrafficPremium 

The world's most popular Websites are: 1.) Google.com; 2.) YouTube.com; 3.) Facebook.com and 4.) Amazon.com. We also took a snapshot of Website traffic for eight leading FinTech companies. We found this data interesting, but be careful about reading too much into it. Many of these companies operate multiple Android and iOS apps which are the … Continue reading FinTech Companies and Their Website TrafficPremium 

How Much Future Earnings Have We Pulled Forward?

How Much Future Earnings Have We Pulled Forward?

Companies have pulled forward a significant amount of future earnings. The question is: "How much"? Back in April Microsoft (MSFT) CEO Satya Nadella said the company experienced two years of digital transformation in two months. Amazon (AMZN), Shopify (SHOP), Square (SQ), PayPal (PYPL) and other e-commerce players have undoubtedly pulled earnings forward as COVID accelerated … Continue reading How Much Future Earnings Have We Pulled Forward?

TINA, ZIRP, The Future & The Retail Investor

TINA, ZIRP, The Future & The Retail Investor

Investors have lost their minds when it comes to high-flying stocks such as Tesla (TSLA, up 830% over 13 months), Shopify (SHOP, up 210% over 4 months), DataDog (DDOG, up 220% since the March lows), and many other names where valuations are based on anything but the fundamentals. Why? There Is No Alternative (TINA): The … Continue reading TINA, ZIRP, The Future & The Retail Investor

E-Commerce Is Fluid and Walmart Appears Undervalued<span class="badge-status" style="background:red">Premium</span> 

E-Commerce Is Fluid and Walmart Appears UndervaluedPremium 

We spent much of last week collecting e-commerce and payments-related data. That long-form TEK2day report is on the back burner for now. In the interim we share our general thoughts on e-commerce and one retail giant in particular. The retail space is having difficulty overcoming COVID having suffered record bankruptcies. Brooks Brothers is the latest … Continue reading E-Commerce Is Fluid and Walmart Appears UndervaluedPremium