Visa Archives - Market Mad House

daniel September 2, 2017 Alipay, Big Retail still says no to Android Pay and Apple Pay, Braintree, Braintree Adds Apple Pay, Braintree Adds Apple Pay and Android Pay, Braintree Adds Apple Pay and Android Pay in Australia, Chase Pay, It looks as if payment platforms like Braintree might be the real future for apps like Android Pay., MasterCard, Visa, Walmart Pay, Why Walmart and Kroger are saying No to Apple Pay and Android Pay

Braintree Adds Apple Pay and Android Pay in Australia

Like Apple Pay, Android Pay still has not cracked the hardest barrier of all big U.S. retailers.

Almost no major U.S. retail brands appear in the Where to Use Android Pay page at the app’s website. Such behemoths as Walmart, Amazon, Kroger, Home Depot, Lowes, CVS, Burger King, Safeway, and Target are conspicuously absent from the list. The same sorry situation is repeated at Apple Pay, where almost all the big names in U.S. retail are conspicuously absent.

Good Stocks

daniel September 15, 2015April 20, 2016 AMEX, An Industry with a Lot of Cash, Are Credit Cards a Good Investment?, AXP, Capital One, Charley Munger, COF, Costco, DFS, Discover Financial Services, Disruptive Technology, MA, Mr. Market, Mr. Money Mustache, PayPal, The Danger from Defaults, V, Venmo, Visa, Wal-Mart, Warren Buffett, Why Many Investors are Scared of U.S. Credit Card Companies

American Credit Card Companies Are flush with Cash

Despite the risks, the U.S. credit industry is capable of generating a lot of cash, which can lead to high levels of float. Float is Warren Buffett’s term for a constant stream of revenue or stockpile of cash that a company can tap or borrow against at any time. Classic examples of float include credit card fees and insurance policy premiums.

Market Insanity

daniel May 16, 2015 AMZN, Apple Pay, BAC, Bank of America, bubble, Bubble Economy, Consumer Loans, Disruptive Technology, LC, lending club, Mr. Money Mustache, PayPal, Peer to Peer Lending, Peer to Peer Lending Bubble, Subprime Loans, Value Investing, Venmo, Visa, Warren Buffett, WMT

Is Peer to Peer Lending a Bubble?

One reason why Lending Club’s business is so good could be that large numbers of Americans simply lack the money or the good credit records necessary to borrow from traditional banks.

Good Stocks

daniel April 28, 2015April 28, 2015 AAPL, ABX, American Express, AMZN, Apple Pay, Apple Stock, AXP, Benjamin Graham, Bitcoin, Charley Munger, COST, Costco, Disruptive Technology, GOOG, MA, MasterCard, PayPal, V, Value Investing, Venmo, Visa, Warren Buffett, WMT

US Credit Card Companies Allowed into China

The loss of Costco Canada is already hurting American Express, where revenue fell slightly between December 2014 and March 2015. AmEx reported a TTM revenue of $34.04 billion on March 31, down from $34.29 billion on December 31. The loss of Costco Canada hit American Express hard because the club store giant is huge in Canada, as anybody who visits the country knows.

Politics

daniel December 26, 2014June 8, 2020 Amazon, AMZN, Benjamin Graham, Berkshire Hathaway, Capital in the 21st Century, COST, Costco, Disruptive Technology, Dollar General, Dollar Tree, Elizabeth Warren, Family Dollar, FDO, Income Inequality, Karl Marx, Thomas Piketty, Venmo, Visa, Wal-Mart

What is the Cause of Income Inequality?

You see the problem here. Technology is most likely to take the jobs of those members of the working and lower middle classes that make the most. It also takes the jobs that provide them with some upward mobility. This

Long Ideas

daniel December 20, 2014June 3, 2016 Family Dollar, KR, Kroger, Mr. Market, Mr. Money Mustache, New Source of Electricity, PayPal, Plug Power, Toyota, TSLA, Value Investing, Visa, Warren Buffett

Is Musk Ignoring Important Revenue Streams at the Tesla Superchargers?

The Superchargers seem to violate one of the basic rules of business and investment as outlined by Benjamin Graham: Don’t lose money! Graham, as value investors know, once famously said that “don’t lose money” was Rule #1 for investors; Rule #2 was see Rule #1. The Superchargers don’t make money—they cost money—and the disturbing thing is that they could make money.

You Missed It

daniel December 4, 2014April 6, 2016 AAPL, American Express, Apple Pay, Berkshire Hathaway, Big Retail, COST, Costco, Diesel Fuel, ExxonMobil, Gasoline, KR, Kroger, Natural Gas, New Source of Electricity, PayPal, Plug Power, Target, TSLA, Value Investing, Visa, WAG, Wal-Mart, Warren Buffett, XOM

How Lower Gasoline Prices Could Affect Big Retail

Energy is not the only industry that would be disrupted by falling oil and gas prices. The effect of cheaper gasoline on big retail could be just as profound and wide ranging.

Long Ideas

daniel November 30, 2014December 8, 2016 AAPL, American Express, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, GOOG, Kroger, Mr. Market, Value Investing, Venmo, Visa, WAG, Wal-Mart, Warren Buffett

Is PayPal’s Venmo the Bank Killer App?

In a recent Bloomberg interview, Ready makes Venmo and Braintree sound like a sort of Google for financial transactions. That is an open sourced platform through which a wide variety of transactions are made. The difference is that Braintree’s transactions are financial.

Long Ideas

daniel November 28, 2014January 24, 2016 AAPL, American Express, Apple Pay, AXP, Current C, EBAY, eBay Inc., MA, MasterCard, PayPal, SnapCash, Square, V, Venmo, Visa

Apple Pay vs. Venmo vs. Square

Square has also tried to launch its own payments apps called Square Cash and SnapCash. Square Cash is a payments app similar to Venmo and Apple Pay; SnapCash is a variation of Square Cash reengineered to work over the popular social network Snapchat. In other words, it’s Square’s answer to Venmo. One difference is that it can work with merchants that use Square.

Long Ideas

daniel November 11, 2014January 22, 2016 AAPL, American Express, Apple, Apple Pay, Apple Stock, Bank of America, BOA, Current C, PayPal, Target, TGT, Visa

Who Actually Accepts Apple Pay?

It looks as if Apple Pay users are going to have to go out of their way to find a store that accepts it. That doesn’t bode well for a product that’s being sold as a convenient alternative to cash, checks, and credit cards. Apple Pay does not seem to be very convenient at all.

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