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dLocal: Merchant of Record Model & Emerging Markets Strategy

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DLocal•UY•Mid CapWorldpayAdyenIngenicoVisaMastercardNetwork EffectsMarketplaces & PlatformsIndustrialsFinancialsInformation Technology

Shift4: Processing-Led Expansion, Proprietary POS Stickiness and Global M&A

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Shift4 Payments•US•Mid CapIngenicoAdyenPayPalPARNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology

Shift4: M&A-Led Global Expansion

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Shift4 Payments•US•Mid CapIngenicoWorldlineGlobal Blue Group Holding LtdFiservAdyenVisaMastercardAmerican ExpressStripeWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation Technology

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