We routinely field calls from investors asking how AI is going to change the retail landscape. For starters, retailers can’t spell AI. It’s just who they are demographically. We’ve never met...
We routinely field calls from investors asking how AI is going to change the retail landscape. For starters, retailers can’t spell AI. It’s just who they are demographically. We’ve never met...
We saw a story last week that UK banks were worried about the stability of Visa and Mastercard in the wake of Trumps’ capricious geopolitical moves. We get it: Trump is entirely unpredictable. Banks like...
PAR has grown its recurring revenue dramatically since its current CEO took over in 2018. They dumped a dragging government business, pivoted away from hardware, and acquired a ton of software assets to grow...
Adyen reported financials and the stock tanked again. The market is overreacting. But it doesn’t mean there aren’t glaring issues to those of us on the inside. Adyen is one of the best payment...
You know why you charge customers more? Because your costs go up. But why would you charge more if what you charge is perfectly indexed to inflation? Because you’re a public company that needs to show...
