Wirecard (WDI GR): Wirecard's Profitability Is Not Suspect. The Media Gets Stuff Wrong.
Wirecard AG (WDI GR)Â 's (WDI) "day of reckoning" is approaching. Next week, 22 April, WDI is expected to announce its full-year results and the...
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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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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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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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