· 个股论点

不看好MQ因依赖Square,更看好DAVE。

涉及标的:

中文翻译

@BarnieTaintpipe 我早就知道这两家公司了。凭直觉,我不看好 $MQ,因为如果 Cash App 是其客户,它就对 Square 存在单一依赖。此外,Square 未来也可以推出自己的卡片业务。 相比之下,我更喜欢 $DAVE。

英文原文

@BarnieTaintpipe I’m aware of them both already. Off the top of my head $MQ not a fan because singular dependency on Square if that was the customer for Cash App. Also they can launch their own card offerings in the future. $DAVE I liked a lot more

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