• Brett Schafer

Kris From Potential Multibaggers On Why He Likes Marqeta Stock



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Show Notes

This week we brought back Kris from Potential Multibaggers to discuss Marqeta stock. Here are some questions we asked him:

  1. What value does Marqeta provide to its customers? What are its various products? What’s keeping other fintech companies from copying its products?

  2. Can you go through Marqeta’s unit economics? How does it generate revenue? What are its largest costs? And what kind of profit margins do you think they could have at scale?

  3. What do you think will be the biggest growth drivers from here?

  4. It looks like Block is a huge customer for them. How do you look at that? Is there any risk that Block could bring Marqeta’s capabilities in-house?

  5. Looks like they recently won a partnership to help power payments for the New South Wales transit system? Do you think the transit vertical can be a meaningful revenue contributor for them?

  6. What do you think of Jason Gardner? How important is he to the investment thesis?

  7. How do you think about valuation for a young business like Marqeta?

  8. Why invest in Marqeta instead of Visa/Mastercard? Is this a potential strategic acquisition for any large financial companies?

  9. Premortem: What could go wrong with this investment? What are the biggest risks?

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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