Stellar growth, high return on capital, and a long runway for reinvestments. 🧠
8/11 is investor day, interesting is also the big own and operational cash position. Will bring huge additional income
Indeed, I'm looking forward to their investor day!
Hi, Any change in valuation?
I believe the risk reward on Adyen is favorable at current prices. I was a buyer in Q3. Will update my estimates on Adyen in an upcoming article.
It took quite a sprint last week! should have bought more :)
Hehe, hindsight is 20/20! I'm satisfied with the position I took in Q3, not its a top 5 position after the huge bump after the investor day.
8/11 is investor day, interesting is also the big own and operational cash position. Will bring huge additional income
Indeed, I'm looking forward to their investor day!
Hi, Any change in valuation?
I believe the risk reward on Adyen is favorable at current prices. I was a buyer in Q3. Will update my estimates on Adyen in an upcoming article.
It took quite a sprint last week! should have bought more :)
Hehe, hindsight is 20/20! I'm satisfied with the position I took in Q3, not its a top 5 position after the huge bump after the investor day.