MA
2 tracked calls · 0 long · 2 short · last 90d: 0L/2S
first called by TBPN 3w ago
IN TRACKED PORTFOLIOS
SHORT1w ago
“you are creating a competitor to Visa and Mastercard because you now have upwards of 6 or 700 million accounts... Stripe gets access to an ultra-lowcost set of payment rails literally like to zero bri”All-In Podcast
Stripe and Advent are bidding 53 billion dollars to buy PayPal and build a zero-cost payment network that bypasses Mastercard entirely.
MASHORT@ $549.84
$561.03-2.03%
since call Jul 18
peak +0.7%
SHORT3w ago
“JP Morgan, Bank of America, Wells Fargo, PNC, and other big banks are reportedly exploring a deal to buy a Fiserv debit card network... who loses if this goes through? It's probably the merchants, Vis”TBPN
Major banks are buying independent payment rails to bypass Durbin caps, directly attacking Mastercard's grip on thousands of financial institutions.
MASHORT@ $533.38
$561.03-5.18%
since call Jul 7
peak +1.3%