ThemenmitKopf · 2024-08-15T06:49:46.392084Z

A small bet on my part that went quite okay. Apart from that $ADYEN delivered good figures and it is unbelievable how much income they are generating. Currently up 22%

2Anno

It should also be noted that Adyen rather hinted in Q1 that this will be a meh half-year and that they believe they will only be able to make all the new hires more sales around 2025/26

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B.T.@Benson78

2Anno

@topicswithhead Thanks for the summary. I am also in with 5k. I got in after the last quarterly figures and am now only just up. Will you stay in or will you sell in the near future?

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ThemenmitKopf@topicswithhead

2Anno

@Benson78 I'm out now because it was a bet on credit, but in the long term you should be good at it. They pull their weight and make a lot of money.

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B.T.@Benson78

2Anno

Okay, thank you! Then congratulations 🎊 on the bet! I'll stay in for now 🫡

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ThemenmitKopf@topicswithhead

2Anno

@Benson78 will probably join again this year when the market falls again 🫡 and then hopefully with my own money

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FinanzKeks@ImmoHai

2Anno

Do I understand correctly that the business model does not compete with Visa or Mastercard, but rather cooperates with them?

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ThemenmitKopf@topicswithhead

2Anno

@ImmoHai in principle, they offer the processing behind it with all the trimmings. In some places it crosses over, but basically you can say that they don't compete with each other. Maybe it will happen at some point

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TomTurboInvest@TomTurboInvest

2Anno

@ImmoHai No one can avoid payment processors like Adyen, whether shopping online or offline.
With its global orientation, Adyen has a unique selling point. If a customer does not want to have a different partner in every region, then Adyen is the only choice.
Customers are companies that sell their goods and services online and offline. Many well-known brands process their customer payments with Adyen - their customers pay with Visa and Mastercard, among others. Adyen provides the platform and handles the processing and profits from every payment. Among other things, many terminals where you hold out your debit/credit card when paying are from Adyen.

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TomTurboInvest@TomTurboInvest

2Anno

Good, I see you were inspired 3 months ago and still found an entry point for yourself 👍
I've also gradually increased my position again. Just used the short dip at the beginning of last week for another one 😀
From >€1,500 I will tighten the trailing SL again😅

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ThemenmitKopf@topicswithhead

2Anno

@TomTurboInvest will also go back in, the bet was only on the Lomabard loan. The share simply fell too low in the previous week. If it gets back into my range, I'll go back in with my own money, but then with a little more long-term exposure to 1500 or more

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ThemenmitKopf@topicswithhead

2Anno

@TomTurboInvest by the way, buy in was 1005 for 995 it was not enough to wait after all

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ThemenmitKopf@topicswithhead

2Anno

@TomTurboInvest I just remembered that I had also sold the Inspiration from 3 months ago for around 10%. I actually got in beforehand, ran off too flat, that I first hoped for the 1000 again, which then also came🫶🫡

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TomTurboInvest@TomTurboInvest

2Anno

@topicswithhead I'm holding as written above with a target exit range >€1,500, but I'm already making sure that it doesn't fall below the entry level. Adyen is sometimes quite volatile, especially when figures come out - you can see that today anyway😀
Currently holding 5 shares, but I would still take 1-2 if the price is right, should it fall significantly below €1,100 again

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B.T.@Benson78

2Anno

@TomTurboInvest yes top, thanks Tom. I was actually inspired by you. I'll stick with it for now. Hope the volatility of the last few months subsides a little. It's been up and down 😀

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Tenbagger-Capital@Tenbagger-Capital

1Anno

Are you still there?

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ThemenmitKopf@topicswithhead

1Anno

@Tenbagger2024 ne but looking or waiting for a re-entry

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Tenbagger-Capital@Tenbagger-Capital

1Anno

@topicswithhead I'm also looking in this sector. But maybe it will also be $NU

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ThemenmitKopf@topicswithhead

1Anno

@Tenbagger2024 these are 2 different things like day and night, regardless of that I also want in Nu, just can't estimate at what price and that for nem year

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ThemenmitKopf@topicswithhead

1Anno

@topicswithhead Adyen is not a bank, just a payment software at the checkout or online and they also do a few other transactions

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Tenbagger-Capital@Tenbagger-Capital

1Anno

@topicswithhead
Yes, I am aware that Adyen is at home in the tech sector. And NU is a bank. But both have more or less to do with fintech. More or less

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Tenbagger-Capital@Tenbagger-Capital

1Anno

@topicswithhead
Nu is currently in a correction, I'll see if it goes down to the 200-day line.

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