• Brett Schafer

Deep Dive: Mostly Borrowed Ideas Discusses Adyen Stock



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Show Notes


This week we brought prolific investment analyst and researcher Mostly Borrowed Ideas (pseudonym) onto the show to discuss Adyen. You can check out his research service here. Here are some questions we had for him:


  1. Can you describe Adyen’s role in the payments space and how they generate revenue?

  2. Who are Adyen’s competitors? Why would customers choose Adyen as their processor instead of competitors?

  3. What do you expect to drive growth for Adyen from here?

  4. Can you go through the unit economics?

  5. Thoughts on management

  6. What needs to go right for Adyen to be a good investment?

  7. What are the biggest risks to Adyen’s business?



Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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