How to Find Winning Investment Ideas
The Canadian Investor
00:00
Is Take Rate Compression Going to Happen?
Payment networks like Visa and stripe are making crazy margins. Who do you think really is probably the most susceptible to margin pressure in the ecosystem? Is it the point of sale? Or is it the banks that have these huge take rates in this system? But then they can argue, ok, well, we deserve it. And there's no right or wrong answer. Whether i'm right or wrong, i feel like that therthere's not goingto be one winter in this. There's going to be multiple winters in this.
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