Stripe worth $159 billion or more than
$PYPL $ADYEN.NA $XYZ $GPN $NEXI.IM $STNE $ACIW $FOUR $DLO $PAGS combined
With ~1/10th the revenue
24.02.2026 13:37
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Stripe worth $159 billion or more than
$PYPL $ADYEN.NA $XYZ $GPN $NEXI.IM $STNE $ACIW $FOUR $DLO $PAGS combined
With ~1/10th the revenue
part of it is worries over broadband market share fading as PE-funded fibre challengers are going bust as too levered/ costs gone up too much to justify incremental capex
choose ur fighter
unicredit vs nvidia since '22
one of the best ̶2̶ ̶m̶i̶n̶ songs of all time
massive
i quite like the recco algos
"Give us Greenland or we will increase taxes on American citizens for things that they buy" is such a masterpiece of foreign policy
mining capex go brrr
“it is illegal for you not to like me”
pour one out for the "the market doesn't value growth properly" bois
-60%
99% of people with fire insurance never have their house burn down. Talk about a scam!
HVAC gear does have higher margins than making terrible EVs, they could probably charge 2x the Japanese/ Koreans too for a worse product
heat pump incoming?
ryder cup vibe atm
I've bored on before about my view that the hidden assumption of the Left is that economics is bad and nasty, therefore the worse and nastier you're being, the better economics you're doing.
The worst boss is always a squishy liberal acting how she thinks a hard nosed capitalist would.
yeah but with capex > D&A over 2x we're closer to 35x on fcf basis
yep
exane are good
Under-discussed (is that even possible on here?) is that Andreessen, Thiel, et al really REALLY want to be seen as grandiose “builders” in the real world and the total building they have done amounts to funding a bunch of scam SMR startups and failing to manage a mixed use real estate development.
no u dont understand, international money transfers without aml is a good thing
-43%
Excuuuuse me but how much does this plane advance sora short form video brainrot data center buildout ? Or masayoshichain stablecoin strategic reserve companies for the global overbanked ($12T TAM)? #ambition
the person who invented soft play should win the noble peace prize
