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All News Analyses by this Author

$300 Million for Revolution is Perplexing

November 18, 2009

Analysis of:American Express Says It Will Buy Revolution Money | www.bloomberg.com

It was only 8 months ago that Ted Leonsis said that the post-money valuation of Revolution Money is less than $200 million (WSJ April 6, 2009). As I remember thinking that number was wildly inflated at the time I was truly shocked to read about $300 Million purchase price.

Nothing is Risk Free: Reaction to Visa (V) and MasterCard (MA) earnings reports

November 7, 2009

Analysis of:2nd UPDATE: Visa Swings To 4Q Pft; Announces $1B Shr Buyback | online.wsj.com

Very real risks to both Visa and MasterCard are often glossed over by analysts. It is flawed to assume that their business is immutable and “risk free.” Both companies need to anticipate new market entrants and continue to evolve and innovate. Very real competitive threats abound.

Helping retailers earn more profit on their most profitable transactions?

October 19, 2009

Analysis of:Interchange Fees Step Into the Spotlight | online.wsj.com

Sensing an opportunity to benefit from anti-banking sentiment in Washington, the National Retail Federation and other retailer lobbying groups have intensified their efforts against the payments industry. Retailers have skillfully cloaked their agenda to reduce the cost of accepting credit card payments in the wool of a consumer rights argument. Will legislators be fooled by it?

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