Yeahka IPO: Trading Debut
Yeahka Limited (9923 HK) is a leading payment-based technology platform in China. Yeahka will commence trading on Monday, 1 June. Yeahka priced its...
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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...
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Wirecard AG (WDI GR): Are the Allegations Against Wirecard Consistent with Each Other?
KPMG has not cleared Wirecard AG (WDI GR) (WDI) from the most serious allegation of using third-parties to engage in "round tipping". The focus on...
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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,...
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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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