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What the podcasts are saying about
FISV
In-depth coverage
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
10 APR10 APRYET ANOTHER VALUE PODCAST · 10:30
Clover's niche defense against Toast, Square
“The guest argued that Clover is not a 'melting ice cube' but occupies a defensible, cheaper niche serving mom-and-pop and non-kitchen restaurants, which is distinct from Toast's focus on full-service kitchens.”
Core thesis · 5/5Verify in source →
10 APR10 APRYET ANOTHER VALUE PODCAST · 5:00
Talent exodus from JPMorgan to Fiserv
“The guest argued that Fiserv's new COO, Takis Georgakopoulos, has assembled an 'Avengers' team of elite talent from JPMorgan's payments division, which the market is overlooking.”
Core thesis · 5/5Verify in source →
10 APR10 APRYET ANOTHER VALUE PODCAST · 25:00
Fiserv's strategic reset under new CEO Mike Lyons
“The bull case for Fiserv hinges on a strategic reset by new CEO Mike Lyons to repair service quality and client relationships damaged by the previous management.”
Core thesis · 5/5Verify in source →
10 APR10 APRYET ANOTHER VALUE PODCAST · 18:00
Fiserv valuation at a 'one-foot hurdle'
“The valuation case made was that Fiserv trades at a deep discount (6-7x adjusted EPS) requiring little to go right, and a re-rating to a more normal multiple could lead to significant upside.”
In depth · 4/5Verify in source →
10 APR10 APRYET ANOTHER VALUE PODCAST · 20:00
Responsible capital allocation: deleveraging over buybacks
“The guest argued that Fiserv's current focus on deleveraging its balance sheet is a more responsible capital allocation strategy than the aggressive buybacks pursued by peers like Global Payments and Shift4.”
Substantive discussion · 3/5Verify in source →
10 APR10 APRYET ANOTHER VALUE PODCAST · 20:30
Strategic moves: Stonecastle and FIUSD stablecoin
“The guest pointed to Fiserv's acquisition of Stonecastle and issuance of its FIUSD stablecoin as a brilliant strategic move to create a closed-loop banking ecosystem.”
Substantive discussion · 3/5Verify in source →
10 APR10 APRYET ANOTHER VALUE PODCAST · 24:00
Insider buying post-reset
“The guest noted there has been insider buying by the CFO, chief legal officer, and a director (Lance Fritz) after the strategic reset, which he views as a positive signal.”
Notable comment · 2/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION