ADYYF News and Press, Adyen NV From 10/19/23

2023-10-19 11:00:28 ET Summary I recently came across some TAM and market share data that has acted as a key pillar of our investment thesis in Adyen. I would say that this data, in some sense, *is* the thesis. It reveals everything we need to know about our ownership of Adyen. ...

2023-10-18 11:07:44 ET Summary Marqeta, Inc. is a provider of customizable payment cards for the digital economy, but its non-Block business needs to grow to attract investors. Marqeta's near-term prospects rely on its ability to offer efficient card program management and customi...

2023-10-11 12:22:09 ET Summary Block is building the financial ecosystem of tomorrow. The company is at the forefront of multiple financial megatrends. The commoditization of fintech applications is a major risk to the company. Block stock is now trading near its March 202...

2023-10-06 07:52:06 ET Summary Adyen's stock has fallen due to concerns about competition, slowing growth, and weaker margins. Channel checks show that Adyen's TPV growth is expected to decelerate in 2023 and then reaccelerate in 2024. The company's customers are increasing th...

2023-10-04 07:13:46 ET Summary Adyen is another fintech stock that declined 80% from its previous all-time high and seems like a bargain. The company is without a doubt a great business reporting high growth and high profitability metrics and we are still dealing with a founder-le...

2023-10-04 00:34:17 ET Summary Adyen's stock price has declined around 50% from its highs in August, prompting questions about whether the company is undervalued or if the earnings report justified the decline. Adyen is a global payment provider that offers businesses a single sol...

2023-10-02 06:18:31 ET Summary PayPal's stock has dropped more than 80% from its peak in July 2021, and there is uncertainty about its long-term prospects. The company's revenue growth has been decelerating, and it is facing increased debt and competition in the payment processor ...

2023-09-19 12:30:00 ET Summary PayPal's stock has fallen significantly over the past two years, presenting an attractive opportunity for investors. The company has shifted its focus to share buybacks instead of aggressive acquisitions, capitalizing on its available cash reserves. ...

2023-09-06 05:43:19 ET Summary Block's extensive ecosystem and reach have led to concerns, but many of these uncertainties are already reflected in the stock price. The company is actively addressing its cost structure and reallocating resources to enhance efficiency and profitabi...

2023-08-31 17:49:46 ET Summary Adyen is the payment platform of choice for leading businesses all over the world. Even in the midst of competitive pressures, management stood their ground and did not surrender to price cutting. Ultimately, Adyen is not in the commodity busines...