Viva Republica (Toss) - The Largest Fintech Company in Korea
In this insight, we provide details about Viva Republica (TOSS KS) , which is the largest "pure-play" fintech company in Korea. Toss was...
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Payments: Momentum Driving MercadoLibre Now; PayPal & PagSeguro Attractive on Growth & Fundamentals
The secular drive to digital payments is a boon for large Fintechs, and is reflected in the Paypal Holdings (PYPL US) and MercadoLibre Inc (MELI...
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TMT Weekly: 3 Things that Stood Out Week of 5/8/2020
Paypal and Activision reported earnings last week…both were crowded longs going into earnings, which had proven to be tough setups for NFLX and...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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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...
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