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Strategies & Market Trends : Value Investing
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To: PizzaSalt who wrote (50388)12/19/2012 2:30:09 AM
From: Spekulatius  Read Replies (1) of 78748
 
PLPC - looks like a payment processor with a tiny market share to me, similar to GPN, which is many times larger. Payment processing seems like a pretty tough business to me, growth is mostly through very expensive acquisitions and ROA seems mediocre, unlike the VISA and Mastercards, or Amex, which all the payment processors have to go through anyways and which benefit from network effects/benefit of scale. So far, I don't see any value angle with PLPC, nor do I see an outsized growth opportunity.
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