Great video! Looking forward to more of these explainer videos.
@ToddlerTamil11 күн бұрын
Insightful video. Thank you! Couple of comments and questions. 1. Extrapolating quarter TPV for the year is not correct imo, given the seasonality of their custimers. I am not sure what their industry concentration is, but i would assume ecommerce and retail would spike in q4 compared to q1 for example. 2. It might be worth talking about the geographical distribution of their tpv. Is their stronghold only in developed economies or emerging markets as well? In any case, good video and i plan to read up on the company more
@kishanpatel615712 күн бұрын
5:56 could you please point me to the source for the monthly visitors share %?
@user-rl2ty8wh4v15 күн бұрын
Your video's awesome. Shorten my research. Thank you!
@MarcoBrownson16 күн бұрын
Very insightful thank you! Do you have any idea why they´ve taken such a hit dropping from 2700 in 2021 to 1035 today? Financials and processing volume on a positive trend as you mentioned.
@ToddlerTamil11 күн бұрын
Overall I believe these payment processors are under some heat. I believe it is because it seems like the take rate is a race to the bottom
@stevemadison246020 күн бұрын
You failed to mention many things about this company. Like the $719 billion contract
@ashjanderson18 күн бұрын
Million*
@kai-weihu273626 күн бұрын
This is one of the most informative tech deepdive I've ever seen. Love your vids and please keep on good works.
@jasonreviews27 күн бұрын
i would look at fundamentals if you don't know. ask chat gpt. Nobody is giong invest into crap company unless it's based on hype
@HZADAMS29 күн бұрын
one of the better analysis I have heard on CRWD, and I have read everything on WSJ, twitter, Bloomberg , CNBC etc. One more thing is how liability and insurance play out, lot of ppl making comments that Crowd is completely insulated from damages in excess of their subscription revenue. This is incorrect. This was not related to end point hack. Gross negligence which changes the rules of the game. Most importantly, even if their software is sticky and they keep their contracts, they will have to give a lot of concessions and companies financials will not go anywhere for next 3-4 years. Insurance may not pay out for all of the $5-10B damage. This is a cluster and will keep getting worse. Analysts are way over their head or plain dishonest
@unicplasterАй бұрын
You should somehow repost this it’ll go viral right now after the outbreak
@flybetaАй бұрын
Any success Im experimenting with an alpaca bot myself.
@ahmedbadal37955 сағат бұрын
did you tested it if yes how was the result ?
@MottboxАй бұрын
Well done 👍
@WATCHSHERAАй бұрын
See your vedio after croudstrike outbreak very informative And the worst that you predicted , Happened in 19 July 2024 .
@TajikshahАй бұрын
Great content! Keep it up mate.
@valeriacortezmavila2507Ай бұрын
Hi! Love the video, does adyen support POS setup ISO 8583 or protocol 101.1?
@joshuataylor5793Ай бұрын
very useful, thanks!
@funnyperson4016Ай бұрын
The book how to interpret financial statements with Mary Buffett provides a lot more details
@adriatic123Ай бұрын
Adyen is ok but generally speaking, all those payment systems are way too complicated and they charge hefty fees. This whole industry is ready for disruption, the next one after introducing credit cards as the best invention in the financial industry. All this could be managed from one place like Google does, no need for different country-specific local Google who needs to communicate with different systems and charge too much.
@satyoshi2 ай бұрын
Hey great video! Is the code for this available on GitHub or anywhere?
@diliannabustillos28312 ай бұрын
Great summary - thank you
@usa13032 ай бұрын
Have any updates on this stock?
@wesself22 ай бұрын
Great work! Thank you for this. For my understanding: you expect for the best case scenario at a P/FCF 30x a stock price of 1732 in 2028? (The investment of 1200 (current price) would not even reach the 10% CAGR of the S&P 500 in that case). So investing in Adyen at the current price is too expensive?
@ashjanderson2 ай бұрын
I’d agree with that, mostly. I think the thing that could set them apart is finding a way to keep those take rates elevated, or even grow by 0.01% - that’d make them worth investing in at these prices. Of course, they’d have to do that against a market that’s driving prices down. The question to ask when valuing Adyen is “can their features and level of service be differentiated enough to charge more?” Right now I’m in the “maybe” camp.
@wesself22 ай бұрын
Thank you for the reply!
@BeeEU-pj4hi2 ай бұрын
Thanks for making this.
@ToddlerTamil2 ай бұрын
Great breakdown. Would be interested if you could do a comparative analysis. Adyen vs dlocal for example
@ashjanderson2 ай бұрын
Thank you! There are more payments companies coming soon - starting with $TOST this Friday. dLocal is on the list too, but no planned date just yet.
@kane78482 ай бұрын
Love these videos! Appreciate all the work & effort you’ve put into this 👏
@ashjanderson2 ай бұрын
Thanks for checking them out, and the feedback!
@Financyakib2 ай бұрын
Wow a very good video I found❤😍
@ashjanderson2 ай бұрын
Thank you!
@LucasCosta-xn9zh3 ай бұрын
Amazing content! Congratulations!
@joshuas.62453 ай бұрын
Can data still be downloaded from yahoo finance?
@ashjanderson3 ай бұрын
Yep! The yfinance package in the video will let you grab pretty much everything with ease.
@user-gj3kz7cm3x3 ай бұрын
Congratulations on building the most computationally inefficient random number generator.
@ashjanderson3 ай бұрын
🥰
@_natejean3 ай бұрын
Great breakdown. Curious if your thoughts have changed at all over the past few months. Shares now down to $188…
@ashjanderson3 ай бұрын
Thanks for checking this out. Last quarter I still felt that true “fair value” was around $210-215 and I’ve seen nothing glaring in the recent report that would change my mind immediately. I haven’t had time to fully dive in though, but will be in the coming weeks, and I’ll put out an update when I get there.
@Lenny1337i3 ай бұрын
Curious to know why Visa oder Mastercard didn’t go into this business, do you know why?
@jesseberdowski31484 ай бұрын
tnx dude!
@emmacahalane70814 ай бұрын
Super helpful - thank you!!
@gautier_music4 ай бұрын
have you continued your research by any chance?
@ashjanderson4 ай бұрын
Unfortunately not. The data came from IEX Cloud at the time - a couple months after recording it became prohibitively expensive (from $20/mo to a quote for $3,000/mo for the analyst data).
@Purplebass4 ай бұрын
Would it be more profitable if rocket lab launched neutron from a hollow volcano?
@bpbp2774 ай бұрын
or what if they just threw it off a big hill?
@NianLisa4 ай бұрын
Thanks! Your video calms me down everyday I watch it when the market is pumping! I'm going with your insights. It makes the most sense with where we are at in the cycle. The only thing that would make me think this cycle could be slightly different is the overall increased adoption of crypto since 2019 and all the hype with the BTC/ETH ETF speculation. Could the market stay held up this cycle by the anticipation of ETFs and the overall awareness that a bull run is coming? The surge is speculated to possibly be the beginning of a massive new uptrend, making it a crucial time for investors to pay attention, I've personally benefited from following Evelyn Infurna trading tactics, amassing 23.9 bitcoins in a short four weeks period, which speaks volumes about his expertise....
@NianLisa4 ай бұрын
Use her name to quickly conduct an internet search.
@NianLisa4 ай бұрын
She often talks on Telegrams, using the user-
@NianLisa4 ай бұрын
@Infurnaevely
@NancyH-mi6xc4 ай бұрын
Sounds interesting. I was planning to invest in some cryptocurrencies, save and quit for a few years, but when I saw this, my mind changed. Thanks a lot
@jeffbox1torres4 ай бұрын
Wow, I'm just shocked that you mentioned and recommended Coach Evelyn Infurna I thought people don't know her… She's really great!
@ivanmeouch954 ай бұрын
Good information thanks
@zabz4 ай бұрын
Tesla vision is learning how to drive, it’s not programmed to do anything ….. it acts just like a human, it drives and make the best dicision
@runningman58714 ай бұрын
Model 2 & robotaxi are essentially the same thing. A product made by the unbox method. Some markets won't allow a robotaxi network, so this is for them. The van & other concepts will be built on the same lines.
@ashjanderson4 ай бұрын
I see Robotaxi as the software layer to what is existing hardware. A Model 2 is not needed to get Robotaxi going as the hardware is already out in the world.
@TheArturGor4 ай бұрын
What a great job you are doing here on your channel Ash! Shame you have not that much subscribers, but its just a matter of time! Keep up doing great job!
@ashjanderson4 ай бұрын
Thank you! I definitely appreciate the comment and the support :)
@TheArturGor4 ай бұрын
@@ashjanderson would love to see your videos about ServiceNow, WorkDay and Pure Storage
@ashjanderson4 ай бұрын
@@TheArturGor Thanks for the suggestions, I'll add them to the list! Next up is Supermicro $SMCI.
@ssing71134 ай бұрын
They really need a landable rocket. This is sad how long spaceX has held this “innovation” Just shows how far ahead spaceX is. I understand there is room and business model wants to be end to end.
@shaunmacredie4 ай бұрын
I'd be happy to sell in 2030 @$20 per share. Holding just over 4k
@IvanPlayStation4LiFe2 ай бұрын
I'm holding over 9K
@saumyacow44354 ай бұрын
What would it take for RKLB to become a zero dollar stock? Or even sub $2? Its got a good space hardware business so that would have to fail too, no?
@ashjanderson4 ай бұрын
As @runningman5871 noted in a comment below -- it's not entirely likely it became a zero. Sub $2 would be an interesting exploration, so I'll try and make a future video about that. Quick take is that $2 would come with: 1. stalled growth - if RKLB stayed at its current size $2 would be "overvalued" 2. massive dilution, slower growth 3. regulatory issues, but RKLB is geographically diversified here I'll make that follow up video though to explore the scenarios. Thanks for the idea!
@runningman58714 ай бұрын
There is no way it's a zero dollar stock. The launch complexes are worth a fortune.
@ashjanderson4 ай бұрын
True, there's definitely some residual value there, and in the patents. Still, I'd prefer not sitting around for years waiting for the courts to figure out common stockholders walk away with pennies on the dollar.
@martinlevandowsky87894 ай бұрын
Thanks for a good video. I am invested in RocketLab. Do you have any idea how well RocketLab is bolstered for a slowdown in economy? Would the company be able to survive that? I am long term so as long as they withstand some sort of slowdown I would just wait for this to pass and then hopefully the stock price would rebounce What are your thoughts? Thanks again
@martinlevandowsky87894 ай бұрын
If there is a slowdown Maybe this will not happen Hopefully not 😊
@ashjanderson4 ай бұрын
We've never really been through a significant slowdown with the likes of SpaceX and Rocket Lab. I'd like to think it wouldn't have a huge impact as many launches are part of plans/work that's been going on for years, but I think we have to experience that environment to truly understand it. Nevertheless, you've given me an idea for a future video deep dive - so thank you!
@martinlevandowsky87894 ай бұрын
@@ashjanderson yeah good idea. I would like to see a video like that. It’s pretty relevant I think because RocketLab for me is a long term investment - and a slowdown will most likely hit some time during all those years longterm.
@kurtneven66124 ай бұрын
Good job 👍✌️
@ashjanderson4 ай бұрын
Thanks ✌️
@peterarmstrong86134 ай бұрын
Good work mate, but I’m a bit disappointed.
@ashjanderson4 ай бұрын
Haha thank you! I do try to lean conservative on these - I'd much prefer to be wrong on the underside.