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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Square is a great example
Sundar Pichai: YouTube now gets over 100 million hours of ...
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.