ADYEN NV股票討論區

During the pandemic, $PayPal(PYPL.US)$ hired too many people. Now they have to fire almost 10% of their employees.😢
During the pandemic, $ADYEN NV(ADYEY.US)$ only hired the necessary people. They thought tech talent was too expensive.
After $亞馬遜(AMZN.US)$ , $微軟(MSFT.US)$ , $谷歌-A(GOOGL.US)$ ... fired, $ADYEN NV(ADYEY.US)$ hired at a fast pace.

Stock-based compensation for $ADYEN NV(ADYEY.US)$ vs $PayPal(PYPL.US)$ & $Block(SQ.US)$ .

Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750MM market cap] so comment below...
Media / Entertainment || $奈飛(NFLX.US)$  / $Live Nation Entertainment(LYV.US)$ / $Liberty Formula One-C(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $Meta Platforms(META.US)$ / $谷歌-A(GOOGL.US)$ / $Pinterest(PINS.US)$ / $Booking Holdings(BKNG.US)$ / $亞馬遜(AMZN.US)$ / $MercadoLibre(MELI.US)$ / $MakeMyTrip(MMYT.US)$ / ...

Here is a list of growth stocks on my radar for next year
$ADYEN NV(ADYEY.US)$$Celsius Holdings(CELH.US)$$CrowdStrike(CRWD.US)$$Datadog(DDOG.US)$$DLocal(DLO.US)$$多鄰國(DUOL.US)$$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)$$英偉達(NVDA.US)$$昂跑(ONON.US)$$Snowflake(SNOW.US)$$特斯拉(TSLA.US)$$Zscaler(ZS.US)$
All of the above...

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.

Which stock will outperform over the next 5 years?
$ADYEN NV(ADYEY.US)$$PayPal(PYPL.US)$

What are the highest growth stocks in the market right now? Here the Top 20 stocks (>15 billion mcap) with the highest estimated growth in revenue for 2023:
1. $Symbotic(SYM.US)$ - Symbotic - 310,2%
2. $理想汽車(LI.US)$ - Li Auto - 112,6%
3. $英偉達(NVDA.US)$ - Nvidia - 58,6%
4. $Unity Software(U.US)$ - Unity - 54,7%
5. $Nu Holdings(NU.US)$ - Nu Holdings - 51,4%
6. $Zscaler(ZS.US)$ - Zscaler - 47,1%
7.  $比亞迪(002594.SZ)$ - BYD - 41,1%
8. $ADYEN NV(ADYEY.US)$ - Adyen - 39,8%
9. $CrowdStrike(CRWD.US)$ - Crowdst...

$PayPal(PYPL.US)$ stock gains 1.6% in premarket trading after CEO Dan Schulman said the company's "Buy Now, Pay Later" option surged almost 400% Y/Y on Black Friday in an interview on CNBC's "Mad Money" program.
"That's been one of the stars of the holiday season for us," Schulman said after the close on Tuesday.
Keep in mind that the company has only been in BNPL for about a year or year and a half, which means the base from a year ago was very small.
"We did some 750,000 transactions alone in one day on Black Friday," he told Jim Cramer referring to the Friday after Thanksgiving. And the company had more than $1B of process volume through its BNPL option in November. "We did over 1M first-time users for the first time ever in a month," he added.
When asked if PayPal is a "second fiddle" in BNPL, Schulman said the company has grown to one of the top three or four BNPL players in the world.
He also said the company is on track for 55M net new actives.
BNPL rival $Affirm Holdings(AFRM.US)$ rises 1.6% in premarket. $Block(SQ.US)$, which is buying BNPL firm $Afterpay Ltd.(AFTPF.US)$, rises 0.6%. $萬事達(MA.US)$ gains 1.8% and $Visa(V.US)$ is up 1.4%; both are involved in BNPL.
In the past year, PayPal's stock decline of 14% contrasts with Square's 1.3% decline, Affirm's 159% surge, and the S&P 500's 28% increase as seen in the graph below.
Previously (Nov. 28), Affirm Holdings and $ADYEN NV(ADYEY.US)$ stocks extend gains as PayPal, Visa, other peers slip.