Adyen NV
$ADYEN.AS $ADYYF
Adyen IPO profile presentation from a PE firm (from 2018)

https://www.evolve-capital.com/wp-content/uploads/2018/07/Adyen-IPO-Profile.pdf">https://www.evolve-capital.com/wp-conten...
Value prop of Adyen

https://twitter.com/CdnHedge/status/1250108988798238721?s=20">https://twitter.com/CdnHedge/...
Good interview of Pieter van der Does $ADYEN

Part 1: https://www.youtube.com/watch?v=yGEwgBuUkw8

Part">https://www.youtube.com/watch... 2: https://www.youtube.com/watch?v=d3CmzA1xFi0

h/t">https://www.youtube.com/watch... @RWietsma
Another interview of Pieter van der Does $ADYEN

https://www.youtube.com/watch?v=29t7SNz6dKA

h/t">https://www.youtube.com/watch... @RWietsma
Good Q&A on competitive advantage:
- How does Adyen stay ahead since no barriers to entry - Adyen has kept control to build end-to-end system, instead of buy & integrate multiple systems
- Pace of innovation: new releases every week https://abs.twimg.com/emoji/v2/... draggable="false" alt="😳" title="Errötetes Gesicht" aria-label="Emoji: Errötetes Gesicht"> https://www.youtube.com/watch?v=9lkAGJISvS0">https://www.youtube.com/watch...
https://twitter.com/Roadmap2Retire/status/1259662561219432450?s=20">https://twitter.com/Roadmap2R...
$ADYEN CFO interview from 2016
Discussions on early mistakes & lessons learned, culture, growth, margins, profitability, unit economics etc

Also what ICONIQ saw in them when they invested early https://youtu.be/pMwTvLwTCmc ">https://youtu.be/pMwTvLwTC...
Adyen Capital Markets Day presentation, April 2019

https://www.adyen.com/dam/jcr:1f73e9d2-98c4-42f6-85ab-7bfdc963efc8/CMD%20presentation%2020190412.pdf">https://www.adyen.com/dam/jcr:1...
ADYEN research report from Dutch firm FDA (from Feb 2020)

https://euroirp.worldflowconnect.net/directory/document/FDA/20200217%20-%20FDA%20Investment%20Rating%20-%20Adyen%20NV.pdf">https://euroirp.worldflowconnect.net/directory...
$ADYEN comps compared to $V $MA $PYPL $SQ https://twitter.com/buysidefolk/status/1304238551824060416?s=20">https://twitter.com/buysidefo...
Note from GS. Some Stripe customers migrating to $ADYEN
churn @ Adyen <1% https://twitter.com/Read_cap/status/1298283360616407042?s=20">https://twitter.com/Read_cap/...
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