Square, Inc

sanfrancisco

#1

That’s where my new tenant is heading…


#2

How is there still that much vacant office space in SF?


#3

Uh, still building Sir…


#4

Hope they expand further out north and gentrify the tenderloin more. I still hate driving thru that area whenever I head out to Japantown…


#5

God, I love and can handle driving in the city (and stick shift on those hills) but lately it has gotten really bad with traffic everywhere…


#6

Traffic on 101 down to south bay has actually gotten better btw. I can easily make from SF to mountain view in 1hr even during rush hours. Maybe all the cool kids now live and work in SF. :sunglasses:


#7

Now, is that due to summer break and vacation time???


#8

#9

#10

Guess my tenant might be leaving…


#11

Square’s Earnings Will Show Whether Pace of Growth Can Continue

  • Subscription and services seen as key metric to watch

  • Stock tumbled 26% last month amid tech rout, CFO departure

https://www.bloomberg.com/news/articles/2018-11-07/square-s-earnings-will-show-whether-pace-of-growth-can-continue?srnd=premium


#12

Come on, I want my tenant to buy my house one day!!!


#13

#14

#15

Morphing into personal financing?


#16

Damn, need to hit up my tenant for some juicy info…


#17

It’s more competing against Paychex and ADP who also do payroll processing for companies.


#18

#19

Is above a curse or bullish? Wonder what is the cost of acquisition and potential liability. Should I add or sell?


#20

Itunes, Google Play, WeChat, Alipay, Adyen, etc. can easily replicate the same lending business.