Merchant acquirers—the initial gatekeepers in a digital transaction—present compelling investment opportunities. They are part of an industry that offers access to a truly enormous addressable market across the world, and varying global penetration creates opportunities...
AT WILLIAM BLAIR
Although digital payment transactions take only seconds to complete, there are different layers and numerous players interacting behind the scenes that make that phenomenon possible. To appreciate the investment opportunities in this space, it is...
The digital payments industry offers access to a truly enormous addressable market across the world, and varying penetration across regions and countries creates opportunities for active managers. But disruption is always a consideration when analyzing...