Despite major setback in stock values, Adyen's initiative to moderate growth targets instead of sticking with unrealistic high targets may help regain investor confidence. The commitment to provide regular quarterly updates may also prove favourable in increasing transparency with investors.
A really great interview from a current Account Executive at Stripe. Talking about$ADYEN NV(ADYEY.US)$and$PayPal(PYPL.US)$. Must read for Fintech investors: - In his opinion, $ADYEY is very efficient and good at high touch sales cycle, especially with enterprises and, more specifically, with omnichannel retail (luxury brands) - Thinks Braintree had a better trajectory before $PYPL acquired them. Thinks $PYPL 's over-focus on its wallet business is hurting Braintree prospects. - The cost of c...
Fundsmith comments on$ADYEN NV(ADYEY.US)$. ADYEN was trading at 60x earnings and 20x sales. It is now trading at 35x earnings and 11x sales. ADYEN is forecasted to grow from from 564m net income into 1.5b+ into 2026.
ADYEN NV股票讨论区
During the pandemic, $ADYEN NV(ADYEY.US)$ only hired the necessary people. They thought tech talent was too expensive.
After $亚马逊(AMZN.US)$ , $微软(MSFT.US)$ , $谷歌-A(GOOGL.US)$ ... fired, $ADYEN NV(ADYEY.US)$ hired at a fast pace.
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Stocks for 2024 (and thoughts on the market)
$ADYEN NV(ADYEY.US)$$Celsius Holdings(CELH.US)$$CrowdStrike(CRWD.US)$$Datadog(DDOG.US)$$DLocal(DLO.US)$$多邻国(DUOL.US)$$Shift4 Payments(FOUR.US)$$Global-E Online(GLBE.US)$$Mobileye Global(MBLY.US)$$MercadoLibre(MELI.US)$$monday.com(MNDY.US)$$Cloudflare(NET.US)$$Nu Holdings(NU.US)$$英伟达(NVDA.US)$$昂跑(ONON.US)$$Snowflake(SNOW.US)$$特斯拉(TSLA.US)$$Zscaler(ZS.US)$
All of the above...
- In his opinion, $ADYEY is very efficient and good at high touch sales cycle, especially with enterprises and, more specifically, with omnichannel retail (luxury brands)
- Thinks Braintree had a better trajectory before $PYPL acquired them. Thinks $PYPL 's over-focus on its wallet business is hurting Braintree prospects.
- The cost of c...
ADYEN was trading at 60x earnings and 20x sales.
It is now trading at 35x earnings and 11x sales.
ADYEN is forecasted to grow from from 564m net income into 1.5b+ into 2026.
$ADYEN NV(ADYEY.US)$$PayPal(PYPL.US)$
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