During the pandemic, $PayPal (PYPL.US)$ hired too many people. Now they have to fire almost 10% of their employees.😢
During the pandemic, $Adyen N.V. Unsponsored ADR (ADYEY.US)$ only hired the necessary people. They thought tech talent was too expensive.
After $Amazon (AMZN.US)$ , $Microsoft (MSFT.US)$ , $Alphabet-A (GOOGL.US)$ ... fired, $Adyen N.V. Unsponsored ADR (ADYEY.US)$ hired at a fast pace.

Stock-based compensation for $Adyen N.V. Unsponsored ADR (ADYEY.US)$ vs $PayPal (PYPL.US)$ & $Block (SQ.US)$ .

Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750MM market cap] so comment below...
Media / Entertainment || $Netflix (NFLX.US)$  / $Live Nation Entertainment (LYV.US)$ / $Liberty Formula One-C (FWONK.US)$ / $TKO Group Holdings (TKO.US)$
Internet || $Meta Platforms (META.US)$ / $Alphabet-A (GOOGL.US)$ / $Pinterest (PINS.US)$ / $Booking Holdings (BKNG.US)$ / $Amazon (AMZN.US)$ / $MercadoLibre (MELI.US)$ / $MakeMyTrip (MMYT.US)$ / ...

Here is a list of growth stocks on my radar for next year
$Adyen N.V. Unsponsored ADR (ADYEY.US)$ $Celsius Holdings (CELH.US)$ $CrowdStrike (CRWD.US)$ $Datadog (DDOG.US)$ $DLocal (DLO.US)$ $Duolingo (DUOL.US)$ $Shift4 Payments (FOUR.US)$ $Global-E Online (GLBE.US)$ $Mobileye Global (MBLY.US)$ $MercadoLibre (MELI.US)$ $monday.com (MNDY.US)$ $Cloudflare (NET.US)$ $Nu Holdings (NU.US)$ $NVIDIA (NVDA.US)$ $On Holding (ONON.US)$ $Snowflake (SNOW.US)$ $Tesla (TSLA.US)$ $Zscaler (ZS.US)$
All of the above...

A really great interview from a current Account Executive at Stripe. Talking about $Adyen N.V. Unsponsored ADR (ADYEY.US)$ and $PayPal (PYPL.US)$ . Must read for Fintech investors:
- In his opinion, $ADYEY is very efficient and good at high touch sales cycle, especially with enterprises and, more specifically, with omnichannel retail (luxury brands)
- Thinks Braintree had a better trajectory before $PYPL acquired them. Thinks $PYPL 's over-focus on its wallet business is hurting Braintree prospects.
- The cost of c...

Fundsmith comments on $Adyen N.V. Unsponsored ADR (ADYEY.US)$ .
ADYEN was trading at 60x earnings and 20x sales.
It is now trading at 35x earnings and 11x sales.
ADYEN is forecasted to grow from from 564m net income into 1.5b+ into 2026.

Which stock will outperform over the next 5 years?
$Adyen N.V. Unsponsored ADR (ADYEY.US)$ $PayPal (PYPL.US)$

What are the highest growth stocks in the market right now? Here the Top 20 stocks (>15 billion mcap) with the highest estimated growth in revenue for 2023:
1. $Symbotic (SYM.US)$ - Symbotic - 310,2%
2. $Li Auto (LI.US)$ - Li Auto - 112,6%
3. $NVIDIA (NVDA.US)$ - Nvidia - 58,6%
4. $Unity Software (U.US)$ - Unity - 54,7%
5. $Nu Holdings (NU.US)$ - Nu Holdings - 51,4%
6. $Zscaler (ZS.US)$ - Zscaler - 47,1%
7.  $BYD Company Limited (002594.SZ)$ - BYD - 41,1%
8. $Adyen N.V. Unsponsored ADR (ADYEY.US)$ - Adyen - 39,8%
9. $CrowdStrike (CRWD.US)$ - Crowdst...