- Marqeta is disrupting the issuing-facing side of the payments ecosystem.
- You see a card. Marqeta sees endless possibilities.
- Despite competitive pressures, Marqeta holds technology, network effects, and switching cost moats.
- Fintech companies serve the most disruptive businesses on the planet - they are aces in the deck, and buying Marqeta is like holding a deck of aces.
- Marqeta is trading like a legacy financial institution despite high expected growth rates. The selloff is overdone. The company is a Strong Buy.
For further details see:
Marqeta: Deck Of Aces