Diversified Financials U.S. Community
Our community narratives are driven by numbers and valuation.
Diversified Financials U.S. Investing Ideas
Is Global Payments (NYSE:GPN) The Undervalued Cash Cow Your Portfolio Needs?
17 Jan 2026 Global Payments Inc. has been on a rollercoaster ride, and if you’ve been watching the ticker, you might be seeing a lot of red.Read more
Buybacks, Cash Flow, and Growth Potential Amidst Rate Cuts
PayPal exhibits a robust financial position with a substantial cash reserve and consistent profitability. The company's strong balance sheet enables investments in growth initiatives, irrespective of the prevailing economic conditions.Read more
Block is Set to Rebound from Regulatory Challenges with 6% Revenue Growth
Summary Block, Inc. is trading at ~16-17x earnings, well below its 12-month average of ~30x.Read more
Why I am evaluating JEPQ for long term income with monthly reinvestment
Thesis I am evaluating JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as a long term income holding. My goal is steady monthly distributions that I will reinvest to grow future income.Read more
Corpay's Revenue is Expected to Grow 13.78% as Future PE Rises to 19.56x
Corpay: A FinTech Powerhouse at a Bargain Price Corpay is a global leader in specialized B2B payment solutions. The company is rapidly evolving into a FinTech powerhouse, with its Corporate Payments division driving significant growth.Read more
Acquisitions Will Improve Efficiency and Add Immediate Value
Recent Mr. Cooper and Redfin acquisitions prop up the company to become a mortgage conglomerate. Users will be able to one-stop-shop for homes and mortgages through the Redfin or Rocket Mortgage apps.Read more
Stable growth fintech safe bet
At the core of Visa's strength is its vast and resilient global payments network. This network connects millions of merchants with thousands of financial institutions and their cardholders, creating a powerful moat that deters competition.Read more
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.Read more
Not getting buzz'd yet
At first glance this one is scary: there are significant and persistent dilution risks and a short cash runway. Both outlined below.Read more
