The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
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Ant Group IPO First Look: Swarming to Market
Ant Financial (1051260D CH)/Ant Group is a technology company that provides digital payment services and digital financial services to consumers...
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Shift4 Payments IPO Valuation Analysis
The bankers provided the IPO price range for Shift4 Payments (FOUR US) IPO which is expected to be priced between $19 and $21 per share. Shift4...
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Yeahka IPO: Trading Debut
Yeahka Limited (9923 HK) is a leading payment-based technology platform in China. Yeahka will commence trading on Monday, 1 June. Yeahka priced its...
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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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