Jun. 17 at 3:05 AM
$FISV I’m in @ 49.60 and think this is one of the best long-term conviction plays. Even if you simply compare this to
$PYPL, this trades at 6.25x while PayPal trades at roughly 8x. When you have a new CEO, one who understands the business and wants to lead the company tech first into better standing, then what stops the company from recovering? Takis will emphasize growth to the Clover platform and organic revenue will grow once again. I think long-term this can easily be priced at 10x and short-term can be priced at 8x where PayPal trades.