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Posted by
Two Blokes Jul 23 -
Filed in
Stock
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9 views
Fiserv, Inc.'s Q2 results showed slowing organic growth and margin expansion, intensifying market concerns despite strong cost controls and ongoing capital returns. Clover's growth deceleration and management's damaged credibility are key issues, but the platform remains a market share gainer with international and sector expansion potential. FI shares now reflect excessive pessimism, offering a 7% free cash flow yield and pricing in just 3% long-term growth, which I believe underestimates Fiserv's prospects.
