biaggio Posted January 21, 2012 Posted January 21, 2012 http://www.gurufocus.com/news/155261/twosided-markets-and-mastercards-moat-ma Interesting article on concept of 2 sided market (economic platform).
racemize Posted January 21, 2012 Posted January 21, 2012 I actually know that author professionally! Crazy. Now I can talk value with him when I see him.
Liberty Posted January 22, 2012 Posted January 22, 2012 Thanks for posting this. I've been quite interested in MA and V for a while, but I haven't yet gotten to understand them well enough to get an IV estimate.
Guest valueInv Posted January 23, 2012 Posted January 23, 2012 How do Paypal and Square work? Do they use MA or V's network in the backend or are they direct competitors?
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