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• Bob’s Payment Stock Substack

  Former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM.

  21 posts · theirs

Lately

• Payments and FinTech Earnings Recap: Q2 2026

  Bob’s Payment Stock Substack · 2026-08-20

• Shift4: Dazed and Confused

  Bob’s Payment Stock Substack · 2026-08-09

• Global Payments: Nothing Comes Easy

  Bob’s Payment Stock Substack · 2026-08-05

• American Express: Still Work to Do

  Bob’s Payment Stock Substack · 2026-08-03

• Is Stripe All-In On PayPal?

  Bob’s Payment Stock Substack · 2026-07-21

• Q2 2026: Portfolio Update + Investable Universe

  Bob’s Payment Stock Substack · 2026-07-13

• Payments and FinTech: Mid-Year Progress Report

  Bob’s Payment Stock Substack · 2026-07-06

• Paycom Software: Innovation Without Acceleration

  Bob’s Payment Stock Substack · 2026-06-30

• Chime Financial

  Bob’s Payment Stock Substack · 2026-06-14

• Payments and FinTech Quarterly Review

  Bob’s Payment Stock Substack · 2026-05-31

• Intuit: Buy The Blip?

  Bob’s Payment Stock Substack · 2026-05-21

• Fiserv Investor Day Notes

  Bob’s Payment Stock Substack · 2026-05-17

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