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Card payments in Europe are booming
In 2023, card payment volume in the EU grew by 10.7% YoY, up from 7.8% YoY in 2022. Who's capturing this growth?
Nov 24
•
Jevgenijs Kazanins
7
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Card payments in Europe are booming
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October 2024
On the European merchant acquiring landscape
An attempt to understand who is who in the European merchant acquiring landscape
Oct 27
•
Jevgenijs Kazanins
17
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On the European merchant acquiring landscape
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September 2024
On Adyen suiting up
Adyen might have overestimated the power of its product and underinvested in its sales teams. As it turns out, even great products need to be sold.
Sep 15
•
Jevgenijs Kazanins
9
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On Adyen suiting up
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August 2024
The acquisitions that PayPal management doesn't talk about
PayPal spent $5.3 billion to acquire Zettle, Hyperwallet, and Paidy businesses, and now hardly mentions them on the earnings calls
Aug 25
•
Jevgenijs Kazanins
18
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The acquisitions that PayPal management doesn't talk about
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5
What is going on at Square?
Square is lagging badly behind the competition in growth. Jack Dorsey’s return to the company might have something to do with it.
Aug 10
•
Jevgenijs Kazanins
17
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What is going on at Square?
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July 2024
What Visa earnings really tell us
Can we draw any conclusions about the payments industry from Visa's financial results?
Jul 28
•
Jevgenijs Kazanins
11
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What Visa earnings really tell us
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Why Discover is no American Express
American Express stock trades at much higher multiples than Discover. Here is my attempt to understand why.
Jul 21
•
Jevgenijs Kazanins
24
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Why Discover is no American Express
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June 2024
Is Mr. Market wrong about Shift4?
Through their short history of being public companies, Shift4 has always been more profitable, but Toast has always enjoyed a higher valuation. What is…
Jun 30
•
Jevgenijs Kazanins
7
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Is Mr. Market wrong about Shift4?
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Coinbase’s quest to stay profitable throughout cycles
When Coinbase went public, Brian Armstrong floated an idea that in 5-10 years half of the company's revenue would come from non-trading fees. The goal…
Jun 16
•
Jevgenijs Kazanins
8
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Coinbase’s quest to stay profitable throughout cycles
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May 2024
The opportunity behind Square Banking
Why did Square pick a fight with Chase and American Express?
May 26
•
Jevgenijs Kazanins
10
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The opportunity behind Square Banking
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3
A few reasons to be bullish on PayPal
If PayPal returns to double-digit growth, the stock will take off. This level of growth might come sooner than the market expects.
May 12
•
Jevgenijs Kazanins
12
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A few reasons to be bullish on PayPal
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April 2024
Are partnerships with big banks worth the effort?
Bill (NYSE: BILL) spent over a decade building partnerships with large banks, but has very little to show for it.
Apr 21
•
Jevgenijs Kazanins
3
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Are partnerships with big banks worth the effort?
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