| Date |
Event |
Location |
| January 24, 2023 8:00 AM PD / 11:00 AM ET |
ACN, IBM CTSH, DXC: The Rising Tide Only Floats Some Boats – Upgrading IBM (to MP), Downgrading CTSH and DXC (to UP)
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| January 19, 2023 7:00 AM PD / 10:00 AM ET |
HCM Views from Services to Software
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| January 18, 2023 7:00 AM PD / 10:00 AM ET |
Adyen: “Not of an Age, but for All Time” – Initiating Coverage at Outperform, PT = €1,800
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| December 15, 2022 8:00 AM PD / 11:00 AM ET |
Software 2023 Outlook
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| November 18, 2022 7:00 AM PD / 10:00 AM ET |
Payments, Processors, and IT Services: 3Q22 Wrap-up – Stock Picks and Top Sector Themes
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| October 28, 2022 8:00 AM PD / 11:00 AM ET |
GitLab Post-Initiation Deep Dive on OP Thesis
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| October 20, 2022 9:00 AM PD / 12:00 PM ET |
The State of BNPL – Our Latest Industry Forecast and Perspective on the Competitive Landscape
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| October 20, 2022 7:00 AM PD / 10:00 AM ET |
Cloudflare: Deeper Dive on the OP Thesis
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| September 29, 2022 6:30 AM PD / 9:30 AM ET |
Software: The Case for Starting to Invest Now
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| September 28, 2022 8:00 AM PD / 11:00 AM ET |
Fiserv: The Upside from Here – A Deep Dive on Our Top Pick
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| September 16, 2022 7:00 AM PT / 10:00 AM ET |
Payments: The Future of Card Payments and Merchant Acquiring – Our Latest 5-year Forecasts
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| September 15, 2022 7:00 AM ET / 10:00 AM ET |
Pagaya: ‘Smart’ Lending Winner in Stormy Waters - Initiating Coverage at Market Perform, PT = $12
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| September 7, 2022 7:00 AM PD / 10:00 AM ET |
Payments, Processors, and IT Services: Fall 2022 Setup - Stock Picks and Top Sector Themes
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| May 31, 2022 8:00 AM PD / 11:00 AM ET |
Payments, Processors, and IT Services: Guns, Germs, and Inflation - Our Updated Stock Picks in the Current Macro Environment
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| April 8, 2022 7:00 AM PD / 10:00 AM ET |
Down But Not Out - Initiating Coverage of the Fintech Sector
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| March 22, 2022 7:00 AM PD / 10:00 AM ET |
PayPal: The Bad News, the Good News, and Our Perspective on the Path Forward
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| March 4, 2022 8:00 AM PD / 11:00 AM ET |
Payments, Processors, and IT Services: 4Q21 Roundup – Updated Stock Preferences and Top Sector Themes
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| January 13, 2022 7:00 AM PD / 10:00 AM ET |
Payments, Processors, and IT Services 2022: Fighting Back Against Fear, Uncertainty, and Doubt
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| November 17, 2021 7:00 AM PD / 10:00 AM ET |
BNPL Mania - Our Perspective on the Market Size/Growth, Competitive Dynamics, & Impact on the Payments Ecosystem
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| October 29, 2021 9:00 AM PD / 12:00 PM ET |
Payments: A Wild Week in Payments Land – A Q&A Session with Lisa on What Happened and What Next?
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| September 24, 2021 8:00 AM PD / 11:00 AM ET |
ACN, DXC, CTSH, IBM: The Primacy of Revenue Growth – Upgrading Accenture to Buy, Downgrading DXC to Neutral
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| August 25, 2021 8:00 AM PD / 11:00 AM ET |
Payments: Apres Square+Afterpay - A Fresh Look at the M&A Chessboard
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| August 18, 2021 8:00 AM PD / 11:00 AM ET |
Payments, Processors, and IT Services: 2Q21 Roundup - Top Sector Themes and Updated Stock Preferences
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| August 5, 2021 7:00 AM PD / 10:00 AM ET |
After a Wild Week, Now What? Square-Afterpay, 2Q Earnings, and Implications for our Stocks
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| June 15, 2021 7:00 AM PD / 10:00 AM ET |
Payments: Faster Growth in ’21 than ’20 (Yes, Really) – Our Latest Proprietary eCommerce Forecast
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| June 3, 2021 7:00 AM PD / 10:00 AM ET |
1Q21 Roundup – Updated Stock Preferences and Top Sector Themes
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| April 16, 2021 7:00 AM PD / 10:00 AM ET |
COIN: "Be Bloody, Bold, and Resolute" - Initiating Coverage of Coinbase at Buy, TP = $600
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| March 22, 2021 7:00 AM PD / 10:00 AM ET |
Visa: The DoJ Investigation – Our Early Perspectives
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| February 26, 2021 8:00 AM PD / 11:00 AM ET |
Payments, Processors, and IT Services: 4Q20 Roundup – Updated Stock Preferences and Top Sector Themes
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| January 21, 2021 7:00 AM PD / 10:00 AM ET |
PayPal: The Boon of Bitcoin and BNPL
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| January 8, 2021 7:00 AM PD / 10:00 AM ET |
MoffettNathanson Webex | Payments, Processors, and IT Services 2021: No Rest For the Weary
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| December 10, 2020 7:00 AM PD / 10:00 AM ET |
Initiating Coverage of American Express
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| November 23, 2020 7:00 AM PD / 10:00 AM ET |
Fiserv: The Reports of My Death Are Greatly Exaggerated – Upgrading to Buy, TP = $145
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| November 16, 2020 7:00 AM PD / 10:00 AM ET |
Payments, Processors, and IT Services: 3Q20 Roundup – Updated Stock Preferences and Top Sector Themes
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| September 16, 2020 8:00 AM PD / 11:00 AM ET |
Deep Dive on Mastercard, and Visa vs. Mastercard
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| September 11, 2020 8:00 AM PD / 11:00 AM ET |
The Ant Group IPO – Threats, Opportunities, and Implications for V, MA , PYPL, SQ, FIS, FISV, and GPN
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| August 18, 2020 7:00 AM PD / 10:00 AM ET |
Deep Dive on Visa - Our Top Pick
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| August 14, 2020 7:00 AM PD / 10:00 AM ET |
Payments, Processors, and IT Services 2Q20 Roundup – What We Learned, and Updated Stock Preferences
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| July 28, 2020 7:00 AM PD / 10:00 AM ET |
Payments: The Pandemic Rattles the Foundation of the Bull Thesis – Our New 5-Year Industry Forecast
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| July 2, 2020 8:00 AM PD / 11:00 AM ET |
Square: Cash App Deep Dive & Takeaways from Company Meetings
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| June 5, 2020 8:00 AM PD / 11 AM ET |
New eCommerce Forecast and Checkout Button Data, plus Highlights From Our 2nd Annual Payments, Processors & IT Services Summit
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| May 20, 2020 8:00 AM PD / 11 AM ET |
Virtual Fireside Chat with McKinsey on the Impact of COVID-19 on the Payments Sector
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| May 8, 2020 7:00 AM PD / 10:00 AM ET |
1Q Wrap-Up – Updated Stock Preferences Across Payments, Processors, & IT Services
|
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| April 17, 2020 7:00 AM PD / 10:00 AM ET |
Impacts of COVID-19 on the Payments Sector
|
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| March 20, 2020 7:00 AM PD / 10:00 AM ET |
Payments, Processors, and IT Services: When Resilience Matters – Who Can Withstand the COVID-19 Shock?
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|
| January 24, 2020 7:00 AM PD / 10:00 AM ET |
IT Services: New CIO Survey Results
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| January 9, 2020 7 AM PD / 10 AM ET |
Taking a Breather - Downgrading FIS, FISV, ACN, and ADP
|
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|
| December 6, 2019 7 AM PD / 10 AM ET |
Big Tech, Neobanks, and Many More - Top Trends and Recent Developments in Payments
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| October 10, 2019 8 AM PD / 11 AM ET |
The Tidal Wave - Our Proprietary eCommerce Forecast and Implications for the Payments Sector
|
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| October 8, 2019 9 AM PT / 12 PM ET |
DXC Deep Dive with Lisa Ellis
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|
| September 19, 2019 9 AM PT / 12 PM ET |
SQ Deep Dive Group Lunch & Conference Call for Prospects with Lisa Ellis
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| September 6, 2019 7:30 AM PDT / 10:30 AM EDT |
Payments, Processors, and IT Services Sector Fall Outlook
|
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| September 4, 2019 9 AM PDT / 12 PM EDT |
Group Lunch - Square Deep Dive
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| June 20, 2019 7 AM PDT / 10 AM EDT |
FB, V, MA, PYPL: Libra Unveiled – Big Day for Crypto, Nice-To-Have for FB, Important Experiment for Payments
|
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|
| May 23, 2019 7 AM PDT / 10 AM EDT |
"When You Come to a Fork in the Road, Take It." Initiating Coverage of FIS and Fiserv
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|
| May 20, 2019 7 AM PDT / 10 AM EDT |
FB, V, MA, PYPL: Facebook's Cryptocurrency Project Libra - How it Could Matter
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|
| May 3, 2019 9 AM PDT / 12 PM EDT |
Group Lunch with Lisa Ellis - Deep Dive IBM & ADP
|
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| March 1, 2019 7 AM PDT / 10 AM EDT |
Takeaways from our Cryptocurrency and Blockchain Immersion
|
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|
| January 17, 2019 8 AM PDT / 11 AM EDT |
IT Services and Processors: New CIO Survey results, 2019 Outlook and Updated Stock Preferences
|
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|
| January 17, 2019 8 AM PDT / 11 AM EDT |
What Our Sectors are Telling Us About The Economic Cycle
|
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|
| January 11, 2019 8 AM PDT / 11 AM EDT |
Payments 2019 Outlook, Themes, and Updated Stock Preferences
|
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|
| December 18, 2018 7 AM PDT / 10 AM EDT |
PayPal Deep Dive
|
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| December 14, 2018 7 AM PDT / 10 AM EDT |
2019 Best Ideas
|
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| November 9, 2018 7:00 AM PDT / 10:00 AM EDT |
IT Services Launch for Prospects
|
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|
| October 5, 2018 7:00 AM PDT / 10:00 AM EDT |
“It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors
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|
| September 18, 2018 7:00 AM PDT / 10:00 AM EDT |
Lisa Ellis Payments Call for Prospects
|
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| September 13, 2018 7:00 AM PDT / 10:00 AM EDT |
The Alipay Threat - Takeaways from a 3-day immersion with Ant Financial in Hangzhou, China
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|
| August 16, 2018 8:00 AM PDT / 11:00 AM EDT |
The Biggest Risk of Them All -- Q&A with a Leading Expert on Cybersecurity Risks in Payments
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| August 15, 2018 7:00 AM PDT / 10:00 AM EDT |
Lisa Ellis Payments Call for Prospects
|
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| July 12, 2018 8:00 AM PDT / 11:00 AM EDT |
“Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector
|
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