Adyen's resilient growth crowned with market selloff: a brilliant buying opportunity for long-term investors? 🤔; Stripe brings back crypto payments with USDC stablecoin 😳

FinTech is Eating the World, 25 April

Hey Everyone,

Good morning & Happy Friday! Today’s issue is especially exciting as we’re going to explore two global payments giants - Adyen and Stripe. First, we’re going to unpack the latest numbers from Adyen (& see why the current market selloff is a brilliant opportunity for long-term investors + some bonus deep dives into Europan FinTech superstar), and then look at Stripe that just brought back crypto payments (what it’s all about & why it matters + more bonus reads on Stripe & why we might not see them IPOing anytime soon). Let’s jump straight into the interesting stuff 🌶

Adyen's resilient growth crowned with market selloff: a brilliant buying opportunity for long-term investors? 🤔

The news 🗞️ Dutch payments giant Adyen just posted its Q1 2024 business update that yet again demonstrates the company's continued growth and market dominance in the digital payments sector. Apparently, the market didn’t like that and the FinTech heavyweight lost more than 15% following its Q1 results…

But despite the recent market sell-off, Adyen's strong performance indicators suggest that the current dip actually presents a compelling buying opportunity for long-term investors.

Let’s take a closer look at this, unpack the latest numbers, and see why we should continue being bullish on Adyen.