COMPANY NAME

INDUSTRY/ VERTICALS

investment theme

Square

Technology, Digital money, Financials, Peer to Peer Payment, Point of Sales, Digital Banking

(1) Shift to Cashless Society

(2) Digital Banking

(3) Data Over Everything

SQUARE STORY

AVORY BRIEF (5 MIN)

Disclaimer: Avory & Company was an investor in the company above at the time of this writing, however, this may change at any time.

This is not a recommendation of the purchase or sale of any securities mentioned. 

 

Jack Dorsey: Chief Executive Officer

Jack is CEO and Chairman of Square, CEO of Twitter, and cofounder of both.

Amrita Ahuja: Chief Financial Officer

Amrita is Square’s Chief Financial Officer. She replaced Sarah Frier, which in our view is a tough task. She has impressed beyond our highest expectations. She was previously CFO of Blizzard Entertainment, a division of Activision Blizzard, and held various leadership positions at Fox Networks Group, the Walt Disney Company, and Morgan Stanley.

 
 
 
 
 
 
 
 
 
 

METRICS

ORGANIC GROWTH WITH MARGIN EXPANSION ON THE HORIZON

Square checks many of the boxes of a lifetime compounder. Square has two growing markets in which they are taking market share, along with growing into new markets. In addition, they are seeing margin expansion as their selling motion improves and they find new ways to monetize. 

Disclaimer: Avory & Company was an investor in the company above at the time of this writing, however, this may change at any time. This is not a recommendation of the purchase or sale of any securities mentioned.