Square: Cash Rules Everything Around Me
This note is a follow up to our deep dive on Square from earlier in the month. The quarter’s results were strongly supportive of our long thesis,...
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Square: Impending Return to Darling Status
Summary: Square, an AI first commerce ecosystem provider, has uniquely married enterprise grade software, payment processing, and personal...
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Yeahka IPO Initiation: Cashing In
Yeahka Limited (YEAHKA HK) is a leading payment-based technology platform in China. Yeahka is backed by investors such as Recruit Holdings (6098...
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Tyro Payments IPO: Fair Value
Tyro Payments (TYRO AU) is a provider of payment infrastructure and services to Australian SMEs. Tyro has launched its IPO with an indicative price...
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Tyro Payments IPO Initiation: The Penny Drops
Tyro Payments (TYRO AU) is a provider of payment infrastructure and services to Australian SMEs. Tyro is seeking an A$250 million IPO with most of...
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