Archive - Tech equity research by Jacob Gideon

Deep Dive: The Cloudflare Developer Platform - NYSE: NET Equity Research

View full PDF on DocSend

Oct 11, 2024 •

September 2024

Equity research without paying for the expensive data

The *free* stack of research tools I use to model and write public equity research. Best if you live in New York.

Sep 30, 2024 •

February 2024

PayPal January 2024 Product Announcements: Going Beyond Payments and Becoming a Commerce Platform

Pooling data and vertically integrating. Just like Shopify.

Feb 6, 2024 •

November 2023

The real threat to PayPal and Stripe: Shopify

Shopify and Vertical Payments Integration

Nov 22, 2023 •

October 2023

The PayPal button, BrianTree, and margins

Oct 18, 2023 •

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