COMPANY NEWS Conference Call Replay | Crowdstrike 4Q23 - Right Tech and Execution March 14, 2023 7:00 AM PD / 10:00 AM ET Click here for replay Click here for protected slides ------------------------------------------------------------------------------------------------------------------------------------- Conference Call Replay | The SoFi Bull Thesis - A Deep Dive March 13, 2023 7:00 AM PD / 10:00 AM ET Click here for replay Click here for protected slides Research Reports Sort:Newest first|Oldest first|Most popular DocuSign: Earnings Follow-Up--Sales Efficiency Still a Risk Even After Major Headcount Cuts 03.21.23 Block: The Bull Thesis – A Deep Dive on our '23 Top Pick 03.20.23 IOT NDR Takeaways – AI for Operations 03.17.23 HCM Software & Services: Quarterly Round-Up – The Case for "Worse" to Be the New "Base" Case 03.17.23 GitLab: Answering Key Questions With CFO Brian Robins 03.17.23 “Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector 07.11.18 Agree or disagree? Payments coverage initiation FAQs, pushback, and sentiment 07.23.18 WP, SQ, GPN, FDC: Regulatory tremors in the UK 07.25.18 PayPal 2Q18: Stand Tall, Checkout Button! 07.26.18 Visa 3Q18 and Mastercard 2Q18: Is Mastercard Really Suddenly Better? 07.27.18 “Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector 07.11.18 FIS, FISV, WP, FDC: “When You Come to a Fork in the Road, Take It.” Initiating Coverage of FIS and Fiserv 05.21.19 “It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors 10.04.18 Payments: The Future of Merchant Acquiring, Part 1/3 – State of the Industry, Factors that Matter 03.18.21 Software: Is It Time to Invest Again? 09.22.22