Part2 of a multi-part series of articles on Adyen covering Adyen's recent results including the latest 1H 2023 and trying to pinpoint some of the cause of the top line slowdown.
Great write-up. Learning a lot on this company thanks to you. I have never been able to get myself to pay up to Adyen's valuation in the past (you know I am cheap bastard) but we are approaching levels where I could dip my toe.
Great write-up. Learning a lot on this company thanks to you. I have never been able to get myself to pay up to Adyen's valuation in the past (you know I am cheap bastard) but we are approaching levels where I could dip my toe.
Cheap value stock picker you are... Yes picking up all my falling knife on the floor