[PYPL] Paypal – scuttleblurb

[ADYEN] Adyen N.V.

some thoughts on Adyen

September 20, 2023

Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]

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Class 1 rails

Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications

September 7, 2023

No analysis of the North American railroad industry would be complete without a discussion of [...]

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Class 1 rails

Class 1 freight rails: part 2 – freight types, route structures, and growth

September 7, 2023

Part 1 of this series offers a historical survey of how today’s Class 1 rails [...]

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Class 1 rails

Class 1 freight rails: part 1 – historical overview

August 15, 2023

In the gaseous hot ball of 19th century US rail activity roils the primordial elements [...]

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[DNB] Dun & Bradstreet

July 25, 2023

If all you knew about Dun & Bradstreet was that it sold mission critical data [...]

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Square / PayPal: Part 2

Posted on December 17, 2021December 17, 2021 by scuttleblurb

If you haven’t already, could you please take this survey? Thank you!https://www.surveymonkey.de/r/MY6XRPR Digital wallets beg to break free from the commerce platforms that nurture them. In 2002, a $20bn eBay acquired PayPal for $1.5bn. Nearly 20 years later, a $200bn+ PayPal commands 5x eBay’s market cap. The core value prop hasn’t changed much over this […]

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[PYPL] Paypal, [SQ] Square

Square / PayPal: Part 1

Posted on December 1, 2021December 2, 2021 by scuttleblurb

If you found yourself in 2009 with the vision of one day dominating payments, where would you start? For most, I suspect it would be P2P payments or point-of-sale software or some other bits-based service with the conventional trappings of network effects, virality and scale. Square instead launched with what must have seemed the most […]

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[PYPL] Paypal, [SQ] Square

[SQ – Square; PYPL – PayPal] Comparing Business Models and Strategies

Posted on July 2, 2018October 28, 2021 by scuttleblurb

[PYPL – PayPal] From its origins in peer-to-peer transfers, PayPal has evolved into the ubiquitous online payment gateway that it is today. Consumers use PayPal because it is a secure, reliable, and fast payment method that is widely accepted by merchants; merchants accept PayPal because it eases checkout friction for ~240mn potential customers, converting 90% […]

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[PYPL] Paypal, Quick Blurbs

Quick Blurbs [MSCI, Paypal, S&P Global]

Posted on August 24, 2017September 10, 2017 by scuttleblurb

[SPGI – S&P Global, MSCI – MSCI Inc.] New indices are created every day as passive strategies flourish and investors invent ways to track exposures across asset classes, geographies, sectors, and market caps. They are stamped with the imprimatur of a well-known provider, validated with fresh pools of capital, and before long, become indispensable benchmarks or […]

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