Apr 13, 2019 by Matthew CochraneVenmo: PayPal's Secret WeaponVenmo is growing as fast as ever, but now it's also getting closer to turning a profit.
Apr 13, 2019 by Matthew CochraneIs Lowe's a Buy?Will Lowe's new management team's plan to turn around the home improvement retailer's fortunes work?
Apr 12, 2019 by Matthew CochraneWhy I Sold My Shares of HP IncAn investment lesson that I have had to relearn many times over the years: Just because a stock is cheap does not mean it's a good investment.
Apr 10, 2019 by Matthew CochraneFIS Acquires Worldpay: Everything Investors Need to KnowThe largest fintech deal in history is a testament to the changing landscape in the financial services industry.
Apr 4, 2019 by Matthew CochraneBetter Buy: The Home Depot vs. Lowe'sOne of these home improvement retailers is clearly operating better than the other.
Apr 3, 2019 by Matthew CochraneMastercard-Visa Rivalry Heats Up Over Cross-Border PaymentsThe $320 million conclusion to the bidding war between the two companies points to the importance of this growing market in a globalized economy.
Apr 3, 2019 by Matthew CochraneBetter Buy: Square vs. American ExpressOne of these companies is a disruptive upstart, ready to shake up the financial industry. The other has a reputation of being a savvy and trustworthy financial operator going back more than a century. Which makes for a better investment today?
Apr 2, 2019 by Matthew CochraneBetter Buy: PayPal vs. DiscoverThese two companies are both major components of the hot payments industry, and value and growth investors will probably differ over which to favor.
Mar 31, 2019 by Matthew Cochrane3 Top E-Commerce Stocks to Buy NowOnline sales continue to grow faster than traditional retail. Here's how investors can profit.
Mar 30, 2019 by Matthew Cochrane3 Reasons Salesforce Is a BuyAt 20 years old, this virtual dinosaur among its cloud-based SaaS peers refuses to act its age, and is still offering innovative solutions for its customers.
Mar 30, 2019 by Matthew Cochrane3 Reasons Shopify's Growth Is Here to StayShopify hopes that a budding Canadian cannabis market, augmented reality, and brick-and-mortar locations will keep its growth thriving for years to come.
Mar 10, 2019 by Matthew Cochrane3 Ways Lowe's Is Still a Work In ProgressLowe's new management team is undertaking more than a few renovation projects, but it still has a way to go before it's the envy of the home improvement neighborhood.
Mar 9, 2019 by Matthew CochraneBetter Buy: Square vs. MastercardThese two companies are both showing strong growth with demonstrable economic moats. So which makes for a better investment today?
Mar 8, 2019 by Matthew CochraneThe "One" Thing Home Depot Investors Need to KnowThe home improvement giant continues to invest heavily in its stores and online experiences, championing a true omnichannel retail approach.
Mar 6, 2019 by Matthew CochraneThe Million-Dollar Questions Facing Box Inc.Box's recent quarter raised more than a few concerns for the data content manager. Are the company's shares a buy?
Mar 6, 2019 by Matthew Cochrane3 Reasons Worldpay Is a BuyThe world's largest payment processing company is still realizing cost savings and growth opportunities from its large acquisition last year.
Mar 5, 2019 by Matthew CochraneSquare's Growing Competitive AdvantageAs it keeps releasing innovative products to help small merchants, it's boosting its top and bottom lines, and expanding its increasingly sticky ecosystem.
Feb 24, 2019 by Matthew CochraneThe Secret to Shopify's SuccessShopify is rapidly growing the functionality and skill set of its ecosystem, making it harder than ever for merchants to leave its platform.
Feb 23, 2019 by Matthew CochraneHow to Profit From Corporate America's Digital TransformationBlackLine's cloud-based, accounting-as-a-service platform is helping businesses automate, scale, and evolve -- and its customers love it.
Feb 22, 2019 by Matthew CochraneBetter Buy: MercadoLibre vs. AlibabaMercadoLibre and Alibaba Holdings operate worlds apart from each other, yet both face enormous opportunities -- and risks.