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Square - Coggle Diagram
Square
The 7 questions he poses for every investment are as follows:
Can you create breakthrough technology instead of incremental improvements?
Is now the right time to start your particular business?
Are you starting with a big share of a small market?
Do you have the right team?
Do you have a way to not just create but deliver your product?
Will your market position be defensible 10 and 20 years into the future?
Have you identified a unique opportunity that others don’t see?
SWOT
W
O
T
competition
Venmo
Zelle
Stripe
S
Innovative ? creative?
does square out-innovative everyone in the industry?
can you understand it innovation?
can square defend it's innovation?
can square's innovation produce product that people love?
Multiple source of income stream
cash app
seller ecosystem
card-present
virtual terminal
Online store/egift card
Is it pice resonable?
DCF
fressh cash flow(firm or equity)
terminal value
everything in the 3 statement model
Weighted average cost of capital
net present value using XNPV
internal rate of return using XIRR
Understand how square make money
Cash app
boost
stock trading volume
instant deposit/withdraw
Seller Ecosystem
The spred of trasncation-base
service-substription base
online store
square capital
virtual terminal
payroll
KPI
CASH APP
MONTHLY ACTIVE USER
EARNING/USER
Download/month
SELLER ECOSYSTEM
SIZE
RETAIL
GPV
accounting detaled information
cost
operating expense
product development expense
personel cost
data science
engineering
design
sales and marketing
card issuances
advertise
personael
general and adminstration
finance personnel
legal personnel
consumer support
facilities expansion
transaction and loan
revenue