paypal

It's not often that you see a US$400 billion company lose two-thirds of its value in less than six months. But that’s what happened to the digital payments juggernaut,...

The news out of the US on Tuesday night was pretty much all bad for the domestic and US BNPL space. I refer here to: Speculation rife that tech goliath Apple Inc...

PayPal laid bare its strategy last week at their investor day and it’s clear that consumer banking is squarely in its cross hairs. It has been a long journey for...

One of my first jobs at university was in retail, working at Surf Dive ‘n’ Ski. In 1995 I was amazed by the number of people who used ‘lay-by’ to purchase goods, one...

In late August, payments juggernaut PayPal announced their new product 'Pay-in-4'. The Buy Now, Pay Later (BNPL) adoption was unexpected for many and sent the ASX BNPL...

Last week I sat down with Shaw & Partners Analyst Jono Higgins for an update on the BNPL stocks as we enter a strong period for online retail. I rate Jono highly in...

There is certainly plenty to be worried about and we continue to take a balanced view of the economic backdrop and market opportunity set. Economies are reopening and...

Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors...

Technology companies are increasingly seducing investors by spruiking their ability to harness “network effects”, whereby the value of their products and services...

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global...