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The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

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Trending Discussion

GR

As someone who has dealt directly with them as a CTO for a credit union, I have 8 years of horror stories about doing business with them. If there was any other competitor than could deliver 80% of Fiserv services, there would be a mad rush to migrate to them. They should thank their lucky stars they are a near monopoly. this industry is so ripe for a well funded competitor. Their integration of technology is awful, their ability to fix their own implementation screwups is sadly tragic. Sometimes they just silently kill support tickets without resolution and you never find out until you do a follow up inquiry. Why, because sometimes no one you are dealing with knows how to fix it and knows no one to ask for help. They can not meet their own implementation deadlines and sometimes there is no one on a technical team dealing with you that has any banking or credit union experience. The is an industry insider phrase when you meet other Fiserv customers called being "Fiserved". It means telling others of your worst stories of dealing with them. Ask around, all CTO's have some doozies.

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AZ

Yes I agree with your analysis and different methods you have used to determine fair value. At $26 it looks undervalued against my estimate of $30.

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FU

Great narrative! Many people focus on AI nowadays (including me), and it's refreshing to see a deep dive into the fundamentals of a business like Green Tea. I really appreciate how you cut through the market noise to focus on the unit economics and the structural risks.I also write from a fundamentals-first perspective, and I'm currently working on an analysis of Samsung Electronics. I've been trying to refine how I balance factors such as financial health, future, and valuation of a company.If you have a moment, I'd love for you to take a look at my narritives. I'd value your perspective on whether my analysis holds up to the level of rigor you set here. No pressure at all, but I'd appreciate the feedback if you're open to it!

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