fintech

State of Moat: Wise plc.

Wise plc is a top dog fintech company that provides international money transfer services and we will review if Wise has created a moat in this growing…

Jan 6 •

@Govro12 WinterGems Stocks

The State of Moat: From A to Z - starting with Adyen

Going from A to Z of my top20 holdings and my personal views on their respective moat using 21 homegrown criteria- will start with Adyen for this…

Dec 20, 2024 •

@Govro12 WinterGems Stocks

$ADYEN Strikes Back Part IV

$ADYEN gave a Q3 business update yesterday with top line growth at 22% in line with Wintergems' top line projection (+21%)

Nov 10, 2023 •

@Govro12 WinterGems Stocks

Adyen's Free Fall - Part3

Projected EBITDA and Net income for 2H2023 and 2024 and some rumblings on SMBs and Ebay

Sep 9, 2023 •

@Govro12 WinterGems Stocks

$ADYEN's free fall - PART2

Part2 of a multi-part series of articles on Adyen covering Adyen's recent results including the latest 1H 2023 and trying to pinpoint some of the cause…

Aug 29, 2023 •

@Govro12 WinterGems Stocks

$ADYEN's free fall - PART1

$ADYEN is a new position that I added early this year when the stock tumbled - tales of a high growth high risk holding!

Aug 23, 2023 •

@Govro12 WinterGems Stocks

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