Angel BejolliinDataDrivenInvestorMisconceptions around Cash App and its seismic push into commerceNote: This post will be unlike my others and more so in a bullet point format detailing misunderstandings the street has around Cash App…Sep 5, 2023Sep 5, 2023
Angel BejolliinDataDrivenInvestorIt Ends With InflationThe Federal Reserve appears to be all-in on stomping out inflation, regardless of what the consequences may be. The Fed has 2 mandates —…Sep 27, 2022Sep 27, 2022
Angel BejolliBlock Q2 2022 earnings reportThis will be a short post as I just wanted to give my thoughts on the quarter as there seems to be a lot of confusion, even among analysts…Aug 5, 2022Aug 5, 2022
Angel BejolliinDataDrivenInvestorMr. Market is once again, overlooking Cash App.Big news in the fin-tech world today with Affirm soaring nearly 35% to reach a market cap of greater than 32 billion, making it the largest…Sep 10, 2021Sep 10, 2021
Angel BejolliinDataDrivenInvestorBubble PopKorean pop may again be relevant to the stock market. With valuations approaching the extremely frothy levels they once did a month ago…Oct 10, 2020Oct 10, 2020
Angel BejolliinDataDrivenInvestorIt might be time to sell PaypalAt ~$180 per share, and essentially at an all-time high, Paypal has enjoyed strong tailwinds that have risen due to the COVID-19 outbreak…Jul 11, 2020Jul 11, 2020
Angel BejolliinDataDrivenInvestorShould You Keep on Dancing, As Long As The Music Is Playing?Today, the stock market sits at another new high with the S&P 500 just over 3380. With earning estimates for FY ’20 ranging at around 176…Feb 17, 2020Feb 17, 2020
Angel BejolliinDataDrivenInvestorCash App can transform Square and its valuationJust a few a years ago, Cash App was making less than a million dollars in revenue per quarter and as of November this year, Square…Dec 18, 2019Dec 18, 2019
Angel BejolliinDataDrivenInvestorSquare, The Amazon in its early daysSquare began with the sole focus of providing utility for small merchants, primarily those with sales of around $200,000 annually. Their…Dec 11, 2019Dec 11, 2019