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[FISV/FDC, GPN/TSS, FIS/WP, SQ, Stripe, Adyen] On merchant acquirers, distribution, and technology: Part 2 of 4
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November 26, 2019 @ 12:47 pm
In [ADYEN] Adyen N.V.,[FISV] Fiserv,[GPN] Global Payments,[SQ] Square |
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[FISV/FDC, GPN/TSS, FIS/WP, SQ, Stripe, Adyen] On merchant acquirers, distribution, and technology: Part 1 of 4
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November 8, 2019 @ 1:46 pm
In [FISV] Fiserv,[GPN] Global Payments |
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[BLL – Ball Corp] Static moats and sustainability
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October 25, 2019 @ 8:35 am
In [BLL] Ball Corp. |
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[V – Visa; MA – Mastercard] Beyond the card
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October 10, 2019 @ 2:27 am
In [MA] Mastercard,[V] Visa |
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[GWRE – Guidewire Software] Move slow and maintain things
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September 26, 2019 @ 11:07 am
In [GWRE] Guidewire Software |
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[HEI/A – HEICO Corp] Niches get riches; Part 2
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September 11, 2019 @ 12:54 pm
In [HEI-A] HEICO |
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[RAMP – LiveRamp] Beyond the cookie
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August 30, 2019 @ 1:34 am
In [RAMP] LiveRamp (Acxiom) |
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[BUR/LN – Burford Capital] Part 3: The short heard round the world
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August 19, 2019 @ 12:40 pm
In [BUR] Burford Capital |
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