Thread regarding Fiserv Inc. layoffs

117 and rising!

See what happened to fis and global the past month…as predicted we out performed them and the market is reacting with our stock up and theirs down. Great job team, keep in going!

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Post ID: @OP+1ctQhkLs

14 replies (most recent on top)

To the person that says $200 by the end of the year; you’re obviously from First Data because you have no idea how this works. Fiserv has never touched $200 because it has split well before it has hit that mark. This has happened three or four times I believe? But please, go on about how great First Data was and how we need to follow their lead.

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Post ID: @4gel+1ctQhkLs

When will Franks OFD lackeys learn that no-one cares about the share price!!!

We care about getting paid. And our benefits not being less but costing more. And not having our 401k messed with.

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Post ID: @1oyl+1ctQhkLs

How the heck is FISV nearing a 5 year high? Earning were decent but not incredible. Maybe someone caught wind of the upcoming BU sell off?

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Post ID: @1rye+1ctQhkLs

@1eru

Frank will pressure Bob into cooking the books even more, and the SEC will find out and shut that nonsense down immediately. Once this happens, the price will plummet and Fiserv will get bought out by a better regime.

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Post ID: @1gpd+1ctQhkLs

$200 by year end in spite of all the OFS deadwood Go Frank !!!!

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Post ID: @1eru+1ctQhkLs

It poped because people saw it as a buying opportunity. Right now a squeeze in forming. We will see what happens going into the fall months.

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Post ID: @1ogs+1ctQhkLs

Look at your attrition numbers. You can't keep people long enough to do anything useful. Three people left our team in three months, and they were only there for a month due to the sh---y managment practices.

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Post ID: @1hlp+1ctQhkLs

@nwz

I stay because i make big bucks doing "dev ops" work which basically means nothing at all. i am gonna coast right out of this place.

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Post ID: @lug+1ctQhkLs

FiDonald's will be out of business in less than five years at the current rate. Antiquated policies that keep getting worse over time. Leave it to Frank to spam all associates with endless cornball trainings and "Back2Business" trash.

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Post ID: @rxp+1ctQhkLs

Ha Ha Ha, deflect, deflect, deflect. Yabucki been gone for two years. Sorry the Board which was majority OFSV already picked a ceo. Back to winning against our competitors which I would think you would be happy about!

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Post ID: @dab+1ctQhkLs

Riding on the coattails of Yabuki and then trying to steal the credit as if you made the difference - despicable, even for you Frank!

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Post ID: @rdo+1ctQhkLs

Not sure what your duplication has to do with objectively beating our two largest competitors in Q2. Fiserv has become more performance oriented and competitive since the merger and is winning in the market. The ValueAct articles is from the one bearish analyst, whereas there are twenty who are bullish. So you missed the point.

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Post ID: @iqk+1ctQhkLs

It's ValueAct, run by Mason Morfit hedgefund and the $1.2B interest in Clover. Not really an organic growth, so hold your horses there.....

Fiserv Inc.'s (NASDAQ:FISV) stock move on Thursday on a report that activist ValueAct took a $1.2B stake and sees immense value in its Clover business appears both "curious and nonsensical," according to a Truist analyst. The stock gained over 5% at its high, though closed the day up 1.7%.
The activist hedge fund, run by Mason Morfit, believes Fiserv's Clover credit-card processing may already be larger than competitor Square's (NYSE:SQ), according to a Bloomberg report. Clover may be worth $30B-$45B including debt on a standalone basis. Fiserv's total market cap is $77B.
"Our view is that while Clover is important technology, and allows Fiserv to defend its installed SMB merchant base, it approaches a zero-sum game by which the co trades a digital solution for a legacy solution," according to Truist analyst Andrew Jeffrey. "Although incremental Clover economics are better, in our opinion, they do not support an aggressive SOTP outcome, in our view."
The Bloomberg report suggests that the Clover business alone may be worth about $60/share today, according to Jeffrey.
Jeffrey's sees that valuation as a "stretch" and unlikely to be realized by Fiserv (FISV) shareholders because there appears to be "no way to break Clover out" from Fiserv.
The problem is that breaking up Fiserv would leave a "meaningfully below-industry-average organic rev growth merchant business," according to Jeffrey.
"They've obviously been accumulating a position," Fiserv (FISV) CEO Frank Bisignano said in an interview with Jim Cramer on CNBC's "Mad Money" show last week, discussing the ValueAct report. "We're of the same mind and we see the same path forward."
"There's a tremendous total addressable market here and we feel we have a very good position against all of our competitors," Bisignano added.
The report also claimed that ValueAct believes Clover could be worth $185B in C24 - or $276/share, an idea that Jeffery's writes "is simply incredulous." He has a hold rating and $120 price target on Fiserv.

https://seekingalpha.com/news/3732885-fiserv-stock-move-on-valueact-stake-news-appears-nonsensical-analyst-says

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Post ID: @wtn+1ctQhkLs

It's ValueAct, run by Mason Morfit hedfund and the $1.2B interest in Clover. Not really an organic growth, so hold your horses there.....

Fiserv Inc.'s (NASDAQ:FISV) stock move on Thursday on a report that activist ValueAct took a $1.2B stake and sees immense value in its Clover business appears both "curious and nonsensical," according to a Truist analyst. The stock gained over 5% at its high, though closed the day up 1.7%.
The activist hedge fund, run by Mason Morfit, believes Fiserv's Clover credit-card processing may already be larger than competitor Square's (NYSE:SQ), according to a Bloomberg report. Clover may be worth $30B-$45B including debt on a standalone basis. Fiserv's total market cap is $77B.
"Our view is that while Clover is important technology, and allows Fiserv to defend its installed SMB merchant base, it approaches a zero-sum game by which the co trades a digital solution for a legacy solution," according to Truist analyst Andrew Jeffrey. "Although incremental Clover economics are better, in our opinion, they do not support an aggressive SOTP outcome, in our view."
The Bloomberg report suggests that the Clover business alone may be worth about $60/share today, according to Jeffrey.
Jeffrey's sees that valuation as a "stretch" and unlikely to be realized by Fiserv (FISV) shareholders because there appears to be "no way to break Clover out" from Fiserv.
The problem is that breaking up Fiserv would leave a "meaningfully below-industry-average organic rev growth merchant business," according to Jeffrey.
"They've obviously been accumulating a position," Fiserv (FISV) CEO Frank Bisignano said in an interview with Jim Cramer on CNBC's "Mad Money" show last week, discussing the ValueAct report. "We're of the same mind and we see the same path forward."
"There's a tremendous total addressable market here and we feel we have a very good position against all of our competitors," Bisignano added.
The report also claimed that ValueAct believes Clover could be worth $185B in C24 - or $276/share, an idea that Jeffery's writes "is simply incredulous." He has a hold rating and $120 price target on Fiserv.

https://seekingalpha.com/news/3732885-fiserv-stock-move-on-valueact-stake-news-appears-nonsensical-analyst-says

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Post ID: @hid+1ctQhkLs

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