Mixed 2Q24 shares performance, challenging for long investors in payment companies. Visa retained as core holding, with buys PagSeguro and Shift4; Nexi replaces PayPal as buy, Affirm remains a sell.
What is covered in the Full Insight:
Klarna and Stripe IPO Valuations
Performance of Recommended Shares in 2Q24
Core Recommendations and Updates
Emerging Market Players and Potential IPOs
Risks to Investment Thesis
SUMMARY
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