Outlook For The Fintech Sector: Square (SQ), Paypal (PYPL), And Visa (V)

Coinbase (COIN) pricing is beginning to squeeze faster than expected, says Dan Dolev of Mizuho Securities. Square (SQ) is very cheap and does not reflect the outlook for growth, he adds. Paypal (PYPL) has lots of call options; 400M users and 60M Venmo users not reflected in their valuation. Visa (V) and Mastercard (MA) will benefit hugely from cross border recovery, he points out.

Market Overtime

25 May 2021

ON AIR
7:00 am
Futures

Get Market Minute

Daily insights for every investor

FOLLOW US

Outlook For The Fintech Sector: Square (SQ), Paypal (PYPL), And Visa (V)

Coinbase (COIN) pricing is beginning to squeeze faster than expected, says Dan Dolev of Mizuho Securities. Square (SQ) is very cheap and does not reflect the outlook for growth, he adds. Paypal (PYPL) has lots of call options; 400M users and 60M Venmo users not reflected in their valuation. Visa (V) and Mastercard (MA) will benefit hugely from cross border recovery, he points out.

Market Overtime

25 May 2021