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More Upside for PayPal in Financing, Venmo than In-store, Crypto (PYPL)
Research Question: What are PayPal’s biggest medium-term opportunities and toughest challenges outside its core payments platform? Companies: AAPL, ADYEY, AFRM, AFTPF, AMZN, BABA, C, FIS, GOOG/GOOGL, JPM, MA, MSFT, PYPL, SHOP, SQ, TCEHY, V By: Seth Agulnick Click here to download report (.pdf) Summary of Findings Point-of-sale financing and Venmo are the most lucrative […]
Zillow Will Evolve into a Real Estate Transaction Firm Over Time (Z/ZG)
Research Question: Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits? Companies: COMP, OPEN, RDFN, Z/ZG By: David Franklin Click here to download report (.pdf) Summary of Findings Zillow Group Inc.’s (Z/ZG) transition from an advertising and media company to a real estate transaction company is […]
Zillow Idea Proposal (Z/ZG)
Will Zillow’s pivot from a media company to a real estate transaction company lead to consistent profits? Report Available: April 23, 2021 Blueshift’s ongoing research found ZG doubling down on what it called in 2018 its “moon shot,” also known as iBuying or, as it is branded, Zillow Offers. In 2019, ZG acknowledged that […]
PayPal Idea Proposal (PYPL)
What are PayPal’s biggest opportunities and toughest challenges over the next one to three years? Report Available: April 22, 2021 Blueshift’s ongoing research found PYPL shattering company growth records for new users, revenues, and payment volumes as the COVID-19 pandemic has accelerated the shift to ecommerce. PYPL is trying to ride this tide to […]
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 […]
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