Payments Technology

Is Mercado Libre Stock the Amazon of Latin America?

There are nearly 60,000 publicly traded companies in the world, so it would take our overworked team of MBAs and their children’s children to cover them all. Fortunately, all of our writers are contractually obligated to employ their progeny with Nanalyze in perpetuity, so we’ll get there eventually. In the meantime, we often kick the […]

dLocal Stock Demolished by Short Report

When we publish a negative report about a stock that appears to be under the influence of stock promoters, the accusations are always the same. We’re accused of being short when in fact we wouldn’t short a stock no matter how bad it looks. That’s because the market is not rational, and shorting a stock […]

AvidXchange Stock Sees Strong Growth in B2B Payments

Going long a stock with conviction helps you sleep well at night when your portfolio is dramatically underwater because the market hit the skids. The Nasdaq has fallen 30% since the beginning of this year when the market peaked and the bear market started its slide. This means your average tech stock would have fallen […]

dLocal Stock: Emerging Markets Payments

If you ever land in a new country and don’t know how the local currency is valued, just look for a bottle of Coke in a shop just outside the airport. That price equates to roughly one greenback. Just be careful about what ATMs you use because they’re not all created equally. These days, you […]

StoneCo Stock: A Ballsy Bet on Brazilian Businesses

Imagine working in a department where your goals were impossible to meet, your actions created division amongst employees, and every competent individual regarded your function as useless. No, we’re not talking about human resources, we’re referring to the diversity, equity, and inclusion (DEI) functions that ought to be getting trimmed, oh, right about now that […]

PayPal Stock Plummets: Is it a Good Buy?

We’ve spent the last couple of years developing various rules, metrics, and guidelines to remove as much subjectivity and emotion out of our tech investing methodology. We’ve introduced a simple valuation ratio to determine if a tech stock is overvalued, though that’s less of an issue based on plunging market caps in today’s bear market. […]

Adyen Stock is a Pure Play on Digital Payments Processing

How many ways can I pay thee? Let me count the ways. Actually, let’s not even try, because it’s not anywhere near as straightforward as a haircut for two bits. Are we talking about B2B payment technology or something more niche like restaurant transactions with digital receipts? Cryptocurrency? Let’s not even go there.  For the […]

Checking in With Payment Stocks – PayPal, Adyen, & Block

The efficient market hypothesis tells us that a stock’s intrinsic value cannot suddenly increase without reason. When the reason is clearly hype, investors might be served to do the unthinkable – engage in a bit of market timing and take some profits. That’s what we did with shares of Desktop Metal (DM) back when we […]

Expensify Stock: Making Expense Reports Great Again

The stench of American politics has gotten a whole lot worse lately in Portland, Oregon, a city with squalor that makes third-world favelas look orderly and structured. Take a drive through the city’s main arterials and you’ll quickly notice all the crudely erected structures with garbage overflowing onto the streets. Instead of addressing this gaping […]

Billtrust Stock: Accounts Receivable Automation

A remarkable number of people ask the Ministry of Truth, Google, which stock is “the best” to buy. Never mind how ambiguous the term “best” is, market timing alone can mean two people investing in the same stock, over roughly the same time frame, can experience two very different outcomes. For us, “best” means the […]