Financial // Browsing posts in Financial
Bill.com Has Big Opportunity with SMBs, Cross-Border Payments (BILL)
Research Question: How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Companies: BILL, BLKB, COUP, INTU, KEY, MSFT, ORCL, SAP, SGGEF, WFC By: Seth Agulnick Click here to download report (.pdf) Summary of Findings com Holdings Inc. (BILL) offers a reasonably priced, simple platform for automating […]
Global Payments Inc. Positioned for Growth as Economy Recovers (GPN)
Research Question: Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Companies: AAPL, ADYEY, FIS, FISV, GOOG/GOOGL, GPN, JPM, KRX:005930, PYPL, SHOP, SQ By: David Franklin Click here to download report (.pdf) Summary of Findings Global Payments Inc. (GPN) is both benefiting from and challenged by COVID-19-related payments […]
Bill.com Idea Proposal (BILL)
How big is Bill.com’s addressable market and how much payment volume can it shift to credit cards? Report Available: November 19, 2020 Blueshift’s initial research found BILL growing at a healthy clip with its invoicing and payment software since its IPO, but a still relatively small, unprofitable company after 14 years in operation. The […]
Global Payments Inc. Idea Proposal (GPN)
Are changes to the payments industry caused by COVID-19 helping or hurting Global Payments Inc.? Report Available: October 15, 2020 Blueshift’s initial research found the COVID-19 pandemic challenging the payments industry’s growth trend. The economic slowdown brought on by COVID-19 stay-at-home orders and related reductions or closures of some businesses and industries led to […]
Aon’s Willis Merger Will Experience Standard Broker, Customer Disruption (AON, WLTW))
Research Question: Will Aon’s merger with Willis Towers Watson lead to significant disruptions due to employees leaving and taking clients with them? Will Aon’s push for a more data-driven model succeed? Companies: AJG, AON, BRO, MMC, WLTW By: David Franklin Click here to download report (.pdf) Summary of Findings The Aon PLC (AON) and […]
PayPal and Square Getting Boosts From COVID-19 Payment Trends (PYPL, SQ)
Research Question: Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Companies: AAPL, ADYEY, AFTPF, AMZN, AXP, BCS, C, DFS, FISV, GOOG/GOOGL, JPM, KRX:005930, LYG, MA, PNYTF, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf) Summary of […]
Apartments.com May See Small Boost With Increased Vacancies (CSGP)
Research Question: How will growing rental vacancies spurred by the lifting of eviction moratoriums and the potential end of federal unemployment stimulus affect Apartments.com? Companies: CSGP, FB, GOOG/GOOGL, RP, Z/ZG By: Reverdy Johnson Click here to download report (.pdf) Summary of Findings CoStar Group Inc.’s (CSGP) Apartments.com is expected to see some increase in […]
Aon Plc Idea Proposal (AON, WLTW)
Will Aon’s merger with Willis Towers Watson lead to significant disruptions with employees leaving and taking clients with them? Will Aon’s push for a more data driven model succeed? Report Available: August 20, 2020 Blueshift’s initial research found the second and third largest insurance broker and investment consulting firms, AON and WLTW, announcing the […]
AAA CLOs Not a Threat to Financial System; Lower-Tranche CLOs Are at Risk
Research Question: How much of a threat does the leveraged loan and collateralized loan obligation market represent for the financial system? Companies: BK, BX, C, CG, ECC, JPM, WFC By: David Franklin Click here to download report (.pdf) Summary of Findings The collateralized loan obligation (CLO) industry is a “tale of two markets.” In […]
PayPal/Square Idea Proposal (PYPL, SQ)
Will the COVID-19 pandemic cause lasting changes in the payments industry? If so, how will that affect PayPal and Square? Report Available: July 24, 2020 Blueshift’s ongoing research found growing enthusiasm for SQ and PYPL as the coronavirus crisis pushed consumer spending habits toward contactless transactions and online shopping. SQ helped small businesses adapt […]
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