Adyen N.V. Unsponsored ADRに関するコメント

During the pandemic, $ペイパル(PYPL.US)$ hired too many people. Now they have to fire almost 10% of their employees.😢
During the pandemic, $Adyen N.V. Unsponsored ADR(ADYEY.US)$ only hired the necessary people. They thought tech talent was too expensive.
After $アマゾン・ドット・コム(AMZN.US)$ , $マイクロソフト(MSFT.US)$ , $アルファベット クラスA(GOOGL.US)$ ... fired, $Adyen N.V. Unsponsored ADR(ADYEY.US)$ hired at a fast pace.

Stock-based compensation for $Adyen N.V. Unsponsored ADR(ADYEY.US)$ vs $ペイパル(PYPL.US)$ & $ブロック(SQ.US)$ .

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 || $ネットフリックス(NFLX.US)$  / $ライブ・ネーション・エンターテインメント(LYV.US)$ / $リバティ・メディア・コーポレーションC・リバティ・フォームラ・ワン(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $メタ・プラットフォームズ(META.US)$ / $アルファベット クラスA(GOOGL.US)$ / $ピンタレスト(PINS.US)$ / $ブッキング ホールディングス(BKNG.US)$ / $アマゾン・ドット・コム(AMZN.US)$ / $メルカドリブレ(MELI.US)$ / $メイクマイトリップ(MMYT.US)$ / ...

Here is a list of growth stocks on my radar for next year
$Adyen N.V. Unsponsored ADR(ADYEY.US)$$セルシウス・ホールディングス(CELH.US)$$クラウドストライク(CRWD.US)$$データドッグ(DDOG.US)$$ディーローカル(DLO.US)$$デュオリンゴ(DUOL.US)$$シフト4・ペイメンツ(FOUR.US)$$グローバル・イー・オンライン(GLBE.US)$$モービルアイ・グローバル(MBLY.US)$$メルカドリブレ(MELI.US)$$マンデー・ドット・コム(MNDY.US)$$クラウドフレア(NET.US)$$NUホールディングス(NU.US)$$エヌビディア(NVDA.US)$$オン・ホールディング(ONON.US)$$スノーフレーク(SNOW.US)$$テスラ(TSLA.US)$$ゼットスケーラー(ZS.US)$
All of the above...

A really great interview from a current Account Executive at Stripe. Talking about $Adyen N.V. Unsponsored ADR(ADYEY.US)$ and $ペイパル(PYPL.US)$ . 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 $Adyen N.V. Unsponsored ADR(ADYEY.US)$ .
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 N.V. Unsponsored ADR(ADYEY.US)$$ペイパル(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. $シンボティック(SYM.US)$ - Symbotic - 310,2%
2. $リー・オート(LI.US)$ - Li Auto - 112,6%
3. $エヌビディア(NVDA.US)$ - Nvidia - 58,6%
4. $ユニティー・ソフトウェア(U.US)$ - Unity - 54,7%
5. $NUホールディングス(NU.US)$ - Nu Holdings - 51,4%
6. $ゼットスケーラー(ZS.US)$ - Zscaler - 47,1%
7.  $BYD Company Limited(002594.SZ)$ - BYD - 41,1%
8. $Adyen N.V. Unsponsored ADR(ADYEY.US)$ - Adyen - 39,8%
9. $クラウドストライク(CRWD.US)$ - Crowdst...

$ペイパル(PYPL.US)$ 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 $アファーム・ホールディングス(AFRM.US)$ rises 1.6% in premarket. $ブロック(SQ.US)$, which is buying BNPL firm $Afterpay Ltd.(AFTPF.US)$, rises 0.6%. $マスターカード(MA.US)$ gains 1.8% and $ビザ(V.US)$ 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 $Adyen N.V. Unsponsored ADR(ADYEY.US)$ stocks extend gains as PayPal, Visa, other peers slip.