I think this is a niche player. To make money, it's enough for USIO to grow above 10% YoY for the next few years while maintaining or improving profitability. There is no need to go after the big players to make money from this investment.
I noticed. I have a small position. I'll be looking into adding pullbacks while managing risk. The stock still has quite some upside in an OK market (not a bear one).
Nice analysys.Is limited brand recognition a potential limit to their growth?or to invert,they they have any moat or advantage against bigger competitors?thanks
My understanding is that Brand is not a leverage for them right now. Not a major problem either. They need to keep delivering and innovating in their verticals. That's their moat.
Ok,sure if ther can scal rhe opportunity is huge,btw adyen or four are really dominating their sector,not an easy task
*scale
I think this is a niche player. To make money, it's enough for USIO to grow above 10% YoY for the next few years while maintaining or improving profitability. There is no need to go after the big players to make money from this investment.
too late, market reacted pretty quickly!:)
I noticed. I have a small position. I'll be looking into adding pullbacks while managing risk. The stock still has quite some upside in an OK market (not a bear one).
Nice analysys.Is limited brand recognition a potential limit to their growth?or to invert,they they have any moat or advantage against bigger competitors?thanks
My understanding is that Brand is not a leverage for them right now. Not a major problem either. They need to keep delivering and innovating in their verticals. That's their moat.