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Showing posts from November, 2018

A 5-Factor Analysis of Square

Overview: Square, Inc. engages in the provision of credit card payment processing solutions. The firm offers additional point-of-sale services, financial services, and marketing services. The company was founded by Jack Dorsey and Jim McKelvey in February 2009 and is headquartered in San Francisco, CA. Number of Employees: 2,338 CEO: Jack Dorsey Peer Group: Stock Name (Symbol) Last Price Market Cap CDW Corp.(CDW:XNAS) $87.87 13.2596B Cap Gemini SA(CAPMF:OOTC) $116.37 19.5645B Constellation Software Inc.(CNSWF:OOTC) $689.40 14.6094B Hexagon AB Unsponsored ADR Class B(HXGBY:OOTC) $48.83 16.8305B NTT DATA Corporation Unsponsored ADR(NTDTY:OOTC) $10.99 15.4135B Wipro Limited Sponsored ADR(WIT:XNYS) $5.08 22.8726B Workday, Inc. Class A(WDAY:XNYS) $135.26 29.3514B Vantiv, Inc. Class A(VNTV:XNYS) aka Worldpay (WP) $79.49 23.9945B ServiceNow, Inc.(NOW:XNYS) $160.63 28.8018B Shopify, Inc. Class A(SHOP:XNYS) $134.81 14.4205B Atlassian Corp. Plc Class A(TEAM:XNAS) $73.20

Alibaba - The Time Isn't Now

The Magic is Real...except for price momentum. Overview: Alibaba Group Holding Ltd. provides online and mobile marketplaces in retail and wholesale trade. It operates through the following segments: Core Commerce; Cloud Computing; Digital Media and Entertainment; and Innovation Initiatives and Others. The Core Commerce segment comprises of platforms operating in retail and wholesale. The Cloud Computing segment consists of Alibaba Cloud, which offers elastic computing, database, storage and content delivery network, large scale computing, security, management and application, big data analytics, a machine learning platform, and other services provide for enterprises of different sizes across various industries. The Digital Media and Entertainment segment relates to the Youko Tudou and UC Browser business. The Innovation Initiatives and Others segment includes businesses such as AutoNavi, DingTalk, Tmall Genie, and others. The company was founded by Chung Tsai and Yun Ma on June