The Thesis
Serge on InvestingMethodical research on companies, what protects them. Investing with AI, from Europe.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 3 months ago | Last Issue | a month ago |
| Active | |||||
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Accenture (ACN)
Accenture is the largest consulting firm in the world: 779,000 people who get paid to help big companies change their systems and their processes, and now to fold artificial intelligence into them.
It was born out of Andersen Consulting,...
Half the Market Vanished
Three weeks ago, Electronic Arts stopped trading. A consortium paid $210 a share in cash for the company behind Madden NFL, Battlefield and The Sims.
The stock left the Nasdaq and nobody expects it back.
The American stock market has lost...
You are PayPal's moat
When you ask people about PayPal, some say it’s the payment button, that it’s more “convenient”; others that it’s a “safe” way to pay.
Both answers are about the same thing. When you pay on a website, there’s usually a PayPal button next t...
If I were Stripe, I'd go all out to buy PayPal
On July 15, Stripe and Advent present an offer of $53 billion for PayPal. PayPal rejects it, and in its quarterly report of July 28 it doesn’t even mention it. On August 14 it comes out, via the press, that talks are still open.
The realit...
Price: Is there a margin of safety?
The lift in my building has a plate on it. Six people, 450 kilos. The cable holds twice that.
The plate is there because the engineer does not trust the cable, or the scales, or his own arithmetic. The plate assumes you cannot count, and i...
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Authors
The writers behind this newsletter.
Methodical research on companies, moats, and the market. Economist & Analyst. Investor. Based in Spain.
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