Haven't dug that deeply there. Seems like an impressive company. The largest Braintree competitor besides Stripe for sure and has a more complete suite of value add services at this point too. I prefer the combination of branded/unbranded and the merchant/consumer networks. Think it creates a lot of potential to add unique value.
Fantastic job yet again...just when I think your New of the Week can’t get any better, you blow me away! Having spent the last week nursing a cracked tooth (couldn’t even think), and having a lot of catching up to do, I could only manage to consume one item in my backlog, and I chose this. I’m happy I did. A very entertaining read to boot! Thank you.
Nice performance. Well done. Have you sold Airbnb?
Yes! Sold last year. Didn't hold for very long. Couldn't get comfortable with regulatory risk amid housing shortages across the globe (& in the U.S.)
I understand perfectly. Thank you for the response
Hey Brad, I know you've mentioned Adyen in the past with PayPal but have you done a deeper analysis on it? If yes, what did you like / not like?
Haven't dug that deeply there. Seems like an impressive company. The largest Braintree competitor besides Stripe for sure and has a more complete suite of value add services at this point too. I prefer the combination of branded/unbranded and the merchant/consumer networks. Think it creates a lot of potential to add unique value.
Thank you for your hard work 👍
My pleasure Firat!
Fantastic job yet again...just when I think your New of the Week can’t get any better, you blow me away! Having spent the last week nursing a cracked tooth (couldn’t even think), and having a lot of catching up to do, I could only manage to consume one item in my backlog, and I chose this. I’m happy I did. A very entertaining read to boot! Thank you.
Wishing you a speedy recovery! Thank you for the kind words. Very flattered.