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Paul
@paulomat
2Mes·

At last!

I must confess that I used to think Wirecard was great ... I have now taken the opportunity of the share price fall and bought it at what I consider to be a "good price".

14.08
Adyen logo
Adyen
Acquistato x1 a 1211,00 €
1211,00 €
10
10 Commenti
Rubrn@Rubirubber
2Mes
Been in for a while. Was already up 40% - unfortunately not much left :) I might add to it again
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DividendenAlpaka@DividendenAlpaka
2Mes
I am also considering increasing my position.
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Sansebastian@Sansebastian
2Mes
To put it simply. Why not just Visa, Mastercard, etc.? Adyen's chart really doesn't look good
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Paul@paulomat
2Mes
@Sansebastian Doesn't have to be either or 😉
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Paul@paulomat
2Mes
Visa/Mastercard is more of a card network, while Adyen is an end-to-end
end-to-end payment provider that offers merchants a complete solution directly. Adyen has even more growth potential than the two in my eyes. Visa/Mastercard are "quality stocks" rather than "high growth plays".
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Sansebastian@Sansebastian
2Mes
@paulomat Yes, you're right. But compare the chart. It clearly speaks in favor of Visa, for example. Steadily upwards, which is not the case with adyen
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DividendenAlpaka@DividendenAlpaka
2Mes
@Sansebastian Past chart development ≠ Future chart development
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Sansebastian@Sansebastian
2Mes
@DividendenAlpaka he may be, but he's not lying.
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Paul@paulomat
2Mes
In any case, the Wirecard chart has already lied 😌😉
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K@TechNav
2Mes
Will continue to wait... Keyword margin of safety (>20%).
P/E still too high for the 25% ROE.

Was only bought below 1000€.
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