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What do you think about these stocks here? Clearly the modern vs. legacy narrative has taken hold in the market but I don’t see any tangible evidence that the merchant businesses are underperforming V / MA numbers.

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Posted by Bowen Qian (Questions: 1, Answers: 0)
Asked on August 17, 2021 10:54 pm
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What do you think of the ValueAct stake in FISV? Clover is a good asset IMO and the comparison to SQ. I cant decide whether SQ is overvalued or Clover is undervalued. Caveat that Obviously much of the value of SQ is on the consumer/cashapp side of the biz

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Posted by Jeff Craig (Questions: 0, Answers: 1)
Answered on August 20, 2021 6:03 pm