ADYYF News and Press, Adyen NV From 11/07/23

2023-11-07 11:16:40 ET Summary Worldline reports disappointing Q3 earnings results, leading to a sharp decline in its stock and impacting other payment companies. Over the last two weeks, shares in both Worldline and Paycom corrected sharply in the wake of earnings. So far, Am...

2023-11-05 10:45:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Global Advantage Fund lost 6.1% in Q3 2023, underperforming its benchmarks. ...

2023-11-05 09:50:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron FinTech Fund outperformed the FactSet Global FinTech Index in Q3 2023, rising 1....

2023-11-05 05:45:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Fifth Avenue Growth Fund lost 3.5% in Q3, in line with benchmarks. Fundament...

2023-11-04 13:20:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Partners Fund declined 7.17% in the most recent quarter, trailing its benchmark ...

2023-10-28 04:10:00 ET Summary Deep Sail Capital is a Delaware-based pooled investment vehicle. Our mission at Deep Sail Capital is to compound the capital of our Limited Partners over long periods of time while being mindful of tax implications. Deep Sail Capital Partners returne...

2023-10-26 09:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A historically wide di...

2023-10-26 08:55:43 ET Summary Adyen's stock is down almost 8% due to Worldline's earnings announcement and concerns about losing customers. Visa's recent earnings report showed positive growth in Europe, contradicting Worldline's claims of a deteriorating market in the Old Contin...

2023-10-26 08:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A historically wide di...

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. ...