What are your thoughts on how Apple Pay and Google Pay are affecting the payment industry as a whole? Do you think they pose a threat to digital payment methods and companies?
Hi, I hope you're doing well. Massive fan of your Substack/Twitter.
I am a founder of Zeed (https://zeed.ai/). We're helping creators transform their written content (like this Substack) into dynamic video pieces using AI to capture new audiences.
Would love to show you an example and jump on a call if you're interested in hearing more! Best, Rohan.
Thanks for the write up. Is there a risk that the margins are rapidly shrinking given quarterly operating income has declined. Growth without sustaining margins would not provide stock market returns. Thoughts?
Good work! I'm doing a write-up on the payments industry as well, making more a comparison between Adyen and Braintree. I'm currently leaning positive on Adyen as well.
Amazing job well done! The importance of the return on the cash excess (customer transactions) and futur cash excess is huge when intrest rates stay high and will increase in the futur
What are your thoughts on how Apple Pay and Google Pay are affecting the payment industry as a whole? Do you think they pose a threat to digital payment methods and companies?
Amazing article on this European gem. Well done 👏
Hi, I hope you're doing well. Massive fan of your Substack/Twitter.
I am a founder of Zeed (https://zeed.ai/). We're helping creators transform their written content (like this Substack) into dynamic video pieces using AI to capture new audiences.
Would love to show you an example and jump on a call if you're interested in hearing more! Best, Rohan.
Thanks for the write up. Is there a risk that the margins are rapidly shrinking given quarterly operating income has declined. Growth without sustaining margins would not provide stock market returns. Thoughts?
Good work! I'm doing a write-up on the payments industry as well, making more a comparison between Adyen and Braintree. I'm currently leaning positive on Adyen as well.
Amazing job well done! The importance of the return on the cash excess (customer transactions) and futur cash excess is huge when intrest rates stay high and will increase in the futur