QTWO seems like an unjustified victim of a widespread banking panic. A closer look suggests the market may have it right.
do you have any view on FIS which also has exposure to regional banks + payment processor worldpay which they bought for 43 billion.
not enough of one, no. It's on my list after this decline. From a distance that combination of high debt and declining earnings can get *really* dicey. But to be honest, I need to better understand the competitive dynamics there, the spin, etc.
do you have any view on FIS which also has exposure to regional banks + payment processor worldpay which they bought for 43 billion.
not enough of one, no. It's on my list after this decline. From a distance that combination of high debt and declining earnings can get *really* dicey. But to be honest, I need to better understand the competitive dynamics there, the spin, etc.