Marcelo rejeita que declarações sobre Costa e Montenegro sejam ofensivas

[acintra]

Saída da Square a $21,61 porque desconfio destes puxões tão fortes e porque o Dorsey anda a vender alguns milhões acções. Espero que recue para respirar e entro outra vez porque a empresa tem tudo para ser um grande investimento este ano e nos próximos.

Sai também da W&T e fique só cash. Estou com algum receio nestes próximos dias. Atentados, Coreia, downgrade China...vamos ver.

[acintra]

Na semana passada a Square conseguiu ultrapassar os $20 e registou o valor mais alto de sempre nos $20.42. A meio da semana com o problema Trump.FBI-Russia perdeu outra vez terreno e foi abaixo até ao dos $19.60. Na quinta e sexta tivemos de novo a batalha dos $20 sem sucesso mas hoje está com uma pujança enorme e a fazer novos máximos.

Saíram mais duas noticias positivas este fds para alem de que passou a aceitar pagamentos em bitcoins.

https://finance.yahoo.com/quote/SQ?p=SQ

[acintra]

Anda sempre à cabeçada nos $20 mas não consegue fechar acima!

[acintra]

Muito interessante esta opinião que compara a Square com a Shopify.

https://www.fool.com/investing/2017/05/ ... yptr=yahoo

[acintra]

Também vi essa quebra de quase 50% e deixou-me de pé atrás antes de tomar a decisão.

Encontrei este artigo que pode explicar o que se passou na altura. Acho que por ser uma empresa recente esteve sempre à mercê dos resultados e as expectativas eram muitas. Depois disso todos os trimestres tem sido melhores.

https://www.fool.com/investing/2016/06/ ... lrf0000001

Acabei por entrar porque confiei mais no crescimento que a empresa está a ter de ano para ano.

https://finance.yahoo.com/quote/SQ/financials?p=SQ

[rg7803]

é verdade, mas também em cerca de 2 semanas caiu à volta de 50%

há acções em que o trend following faz milagres com efeito; uma das que sempre me arrependi em ter cedido ao ganho rápido foi a Lockheed Martin, a dos aviões; tive esta porcaria a valores tão baixos; olha para isto:

[rsacramento]

é verdade, mas também em cerca de 2 semanas caiu à volta de 50%

[rg7803]

em média ficas dentro de um animal destes quanto tempo?

penso ser este o gráfico:

não sei se a pergunta é para mim...se for: nesta não estou investido pois nem a conhecia, só desde ontem; noutro fórum um participante colocou-a e achei o gráfico bastante apelativo para manter durante uns meses
eu pessoalmente funciono em frames mais curtos, são raras as posições que mantenho por mais de 2/3 meses; esta, num ano praticamente dobrou

[acintra]

Não estou a conseguir ver mas neste link estão vários vídeos da CFO da Square numa entrevista à CNBC

https://finance.yahoo.com/quote/SQ?p=SQ

[rsacramento]

em média ficas dentro de um animal destes quanto tempo?

penso ser este o gráfico:

[rg7803]

Estive a olhar para ela ontem num outro fórum, inclusive este foi o meu comentário: "When you see charts like this you get the really meaning of "dont fight the trend, idiot!" :-)! "

[acintra]

Parece-me ser um bom investimento para o ano de 2017 mesmo com o "sell in May and go away"

Tenho esta acção há uma semana desde um research que recebi da ZACKS.

Square is maturing

Business Insider
Jaime Toplin and Ayoub Aouad
Business InsiderMay 5, 2017Comment

https://finance.yahoo.com/news/square-m ... 00784.html


In Q1 2017, Square continued to come into its own as a public company, posting another quarter of strong performance.

The firm processed $13.6 billion in gross payment volume (GPV), up 33% year-over-year (YoY), and revenue grew as well.

Square’s intensified focus on larger retailers is paying off.

Square has been doubling down on small- and medium-sized businesses, rather than individual sellers. The firm, which initially was focused on single sellers, is shifting its focus squarely on retailers. Most recently, Square launched Square for Retail, a mobile point-of-sale (mPOS) platform specifically designed to meet the needs of these clients. These plans are working, and the firm’s seller mix is shifting in favor of larger sellers — 43% of Square’s merchants process over $125,000 in annualized GPV, up from 34% in Q1 2016.
That’s good news for Square, because the larger seller segment is most valuable. By nature, larger sellers bring in more business, which in turn grows Square’s volume and therefore its revenue. But more importantly, this segment is more likely to need and demand value-added services, like invoicing, Instant Deposit, and working capital. That grows Square’s software and subscription-based revenue segment, which hit $49 million this quarter. And that segment, which remains a profit leader for the firm even as it scales, could be Square’s future as hardware losses grow.
And as Square barrels forward, it’s learning how to manage that scale, too. Initially, as Square began to focus on larger clients, its take rate, defined as transaction revenue as a percentage of GPV, fell too, likely as a result of measures like processing credits or lower transaction fees that the firm sacrificed to gain these clients. But more recently, the firm’s take rate began to stabilize, and in Q1 2017, it went up, indicating the firm’s improved ability to scale without sacrificing profitability. And at the same time, losses across the board are down YoY. This managed growth points to a long runway among the firm’s target clientele, and puts it healthily in line for growth moving forward.

Peer-to-peer (P2P) payments, defined as informal payments made from one person to another, have long been a prominent feature of the payments industry.

That’s because individuals transfer funds to each other on a regular basis, whether it's to make a recurring payment, reimburse a friend, or split a dinner bill.

Cash and checks have historically dominated the P2P ecosystem, and they’re still a popular tool. But as smartphones become a primary computing device, top digital platforms, like Venmo and Google Wallet, have enabled customers to turn away from cash and make those payments digitally with ease. Over the next few years, though overall P2P spend will remain constant, a shift to mobile payments across the board and increased spending power from the digital-savvy younger generation will cause the mobile P2P industry to skyrocket.

That poses a problem for firms providing these services, though. Historically, most of these players have taken on mobile P2P at a loss because it’s a low-friction way to onboard users and won’t catch on unless it’s free, or largely free, to consumers. But as it becomes more popular and starts to eat into these firms’ traditional streams of revenue, finding ways to monetize is increasingly important. That could mean moving P2P functionality into more profitable environments, leveraging existing networks of friends to encourage spending, or offering value-added services at a nominal fee.

Jaime Toplin, research analyst for BI Intelligence, Business Insider's premium research service, has compiled a detailed report on mobile P2P payments that examines what’s driving this shift to mobile P2P and explains why companies need to find a way to capitalize on it quickly. It discusses how firms can use the tools they have to gain in the P2P space, details several cases, and evaluates which strategies might be the most effective in monetizing these platforms.

Here are some key takeaways from the report:

Consumers still want mobile P2P services, and they’re turning to them. Individuals pay their peers on a regular basis, and as smartphones are increasingly used as computing devices, these consumers look to such services for fast and easy ways to pay.
Monetizing P2P is more important than ever. Initially, P2P was a valuable onboarding tool for companies, and when it was still a small segment, taking it on at little value or a loss didn’t have major implications. But as volume grows and user bases scale fast, finding ways to monetize quickly should be a priority for firms looking to stay ahead.
New technology could put some apps ahead of their peers. P2P continues to rely on networks, especially for informal, social transactions. But rather than having a large network, it’s becoming important for firms to understand their user bases and the networks within them. This means that chat apps, and leveraging bot and AI technology, may offer a distinct advantage.
In full, the report:

Forecasts the growth of the P2P market, and what portion of that will come from mobile channels, through 2021.
Explains the factors driving that growth and details why it will come from increased usage, not increased spend per user.
Evaluates why mobile P2P isn’t profitable for companies, and details several cases of attempts to monetize.
Assesses which of these strategies could be most successful, and what companies need to leverage to succeed in the space.
Provides context from other markets to explain shifting trends.