Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting on what it is that got people excited about Adyen in the first place.
Hey this was a great analysis. I also wrote about Paypal recently, would love to hear your thoughts on it. Happy to give you a free trial if you'd like to read it:
Great stuff, David!
thanks Liberty!
Hey this was a great analysis. I also wrote about Paypal recently, would love to hear your thoughts on it. Happy to give you a free trial if you'd like to read it:
https://valueinvesting.substack.com/p/paypal