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Paypal Holdings (PYPL US)
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267
Analysis
Information Technology
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United States
PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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27 Apr 2020 07:42
Coronavirus as Secular Accelerator III: Fintech / Software Edition
Covid 19 is an accelerator of secular shifts in consumer and corporate preferences that is magnifying (or will magnify) those business models most...
Aaron Gabin
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245 Views
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bullish
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Wirecard AG
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16 Apr 2020 16:16
Wirecard (WDI GR): Wirecard's Profitability Is Not Suspect. The Media Gets Stuff Wrong.
Wirecard AG (WDI GR) 's (WDI) "day of reckoning" is approaching. Next week, 22 April, WDI is expected to announce its full-year results and the...
Patryk Basiewicz
496 Views
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bullish
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Block
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02 Mar 2020 09:22
Square: Cash Rules Everything Around Me
This note is a follow up to our deep dive on Square from earlier in the month. The quarter’s results were strongly supportive of our long thesis,...
Aaron Gabin
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276 Views
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bullish
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03 Feb 2020 21:14
Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
Aaron Gabin
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410 Views
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bullish
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S&P 500 INDEX
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23 Jan 2020 09:45
U.S. Equity Strategy: Bullish, but Extended
We believe U.S. equities remain bullish but if they are to continue their ascent we would prefer that those areas also associated with economic...
Vermilion Research
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411 Views
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