Posted by cape_rover on 26th of Oct 2017 at 07:21 pm
SQ - Propritay credit card system attaches to your cell
phone. Used by underserved small businesses. Great at
rural places that dont have wifi like food truck vendors and
farmers markets. Run by twitter Dorsey. Creating an ecosystem
for vendors- providing loans, etc. Getting into
banking. Expanded into UK. Stock
probably overpriced - earnings in Nov.
Square is a great example - I discussed in the newsletter just
completed. I'm looking for new emerging plays at this stage but SQ
is a great example of structural changes. GDOT is another such
example along with V, MA, and PYPL.
80% cashless in Australia .. behavior shifts in US soon to
come, when we talk about emerging trends.. this is early. at
least for US... Asia has no legacy infrastructure so moving
faster.
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Posted by cape_rover on 26th of Oct 2017 at 07:21 pm
SQ - Propritay credit card system attaches to your cell phone. Used by underserved small businesses. Great at rural places that dont have wifi like food truck vendors and farmers markets. Run by twitter Dorsey. Creating an ecosystem for vendors- providing loans, etc. Getting into banking. Expanded into UK. Stock probably overpriced - earnings in Nov.
Square is a great example
Posted by steve on 26th of Oct 2017 at 07:29 pm
Square is a great example - I discussed in the newsletter just completed. I'm looking for new emerging plays at this stage but SQ is a great example of structural changes. GDOT is another such example along with V, MA, and PYPL.
80% cashless in Australia .. behavior shifts in US soon to come, when we talk about emerging trends.. this is early. at least for US... Asia has no legacy infrastructure so moving faster.