I plan to spend the next month re-surveying the payments landscape, mostly updating my views on companies I’ve discussed in the past but also maybe laying some groundwork on a few new names. The next few posts will be a loosely organized jumble of thoughts. I don’t know where this is going or how it […]
Category Archives: [V] Visa
If you follow the payments space even casually, you are no doubt aware of the sequence of the mega mergers that have taken place between merchant acquirers and core processors this past year. Source: scuttleblurb and public filings The bolded companies in the table above are the surviving merged entities, their market caps and enterprise […]
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Related posts: [V – Visa; MA – Mastercard] Expanding the rails, Part 1 [V – Visa; MA – Mastercard] Expanding the rails, Part 2 How many companies are still posting consistent double-digit organic revenue growth doing essentially the same thing that they’ve done for the last 60 years? I can only think of two. Visa […]
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Related Post: [V – Visa; MA – Mastercard] Expanding the Rails, Part 1 The most enduring companies, as the old bit goes, obsess over timeless universals: “paying for stuff should be easy, fast, and safe”. Sizing a market helps to scope the problem that a product is meant to attack, but fixating on any given […]
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The basic moatiness of V/MA has been tirelessly discussed for years and is well understood, so I’ll try not to belabor the point and focus instead on some less frequently explored angles. But I do need to establish a common denominator, starting with the 4-party model….apologies if you know all this, I’ll be quick about […]
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