Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
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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...
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Galliano's Latin Notes 2019 Recommendations in Review, and Initial Thoughts for 2020
Our post mortem of 2019 recommendations shows that we have had some successes; good bull calls were Gentera SAB De CV (GENTERA* MM EQUITY) in...
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Payment Processors Enjoying the Holidays -- Buy MA, V, EEFT, and PYPL
After months of price and RS consolidation, several payment processor/mobile payment stocks are starting to break out topside bases or exhibit...
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India Payments | Paytm - A First Time Investor's Guide
Building on our earlier coverage on India India Payments | What Really Matters and Suggested Channel Checks , in this series, we provide a more...
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