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PaySign Shares Are Attractive Here

April 20th, 2020 · Comments Off on PaySign Shares Are Attractive Here

The company had a stellar year with 48% revenue growth, margin expansion and a profit explosion. Some worries emerged about the company’s financial control mechanisms and the impact of COVID-19, but the shares have sold off in a very exaggerated manner. The company is financially very sound, the control issues seem to be solved and […]

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Tags: PAYS

It’s Not Too Late To Get On Board With PaySign

November 11th, 2019 · Comments Off on It’s Not Too Late To Get On Board With PaySign

PaySign is fast growing, profitable and generates cash, and the growth is set to continue for the foreseeable future. The company leverages its core capabilities in new segments and expands the capabilities, leading to leverage and rising gross margins. There is also a significant amount of operational leverage, so profits grow even faster than revenues. […]

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Tags: PAYS

PaySign Had A Scare, And We Took Advantage

September 20th, 2019 · Comments Off on PaySign Had A Scare, And We Took Advantage

Priced for perfection, investors were getting scared by a restricted cash issue and a downward revenue guidance, and the shares fell almost 50%. On closer inspection we don’t think these scares are all that scary so we opened up a position for the SHU portfolio. The shares are still not cheap and they are rather […]

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Tags: PAYS

SaaS Day Of Reckoning

September 11th, 2019 · Comments Off on SaaS Day Of Reckoning

There seems to be a mass rotation out of high valued growth companies, in particular those which largely depend on SaaS business models. These rotations usually last longer than just a day so we would not jump in with all guns blazing just yet. However, we do think there are at least three or four […]

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Tags: AYX · PAYS · YEXT

PaySign’s Rampant Growth Is Set To Continue

June 11th, 2019 · Comments Off on PaySign’s Rampant Growth Is Set To Continue

The advantage of having your own payments platform is that it can be leveraged, and this is what the company is doing. It started in one vertical, plasma with fairly simple cards, and it’s still growing fast here, but now is successfully moving to other verticals. The company enjoys 50%+ growth with 50% gross margins, […]

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Tags: PAYS