VVisaNeutralVisaSOFISoFi TechnologiesBullishSoFi TechnologiesJKHYJack Henry & AssociatesNeutralJack Henry & AssociatesMAMastercardNeutralMastercard

4d ago on

$JKHY +7% since reporting on 11/3 Rev + 7%, Net Inc + 11% Man, when you listen to this company and realize that they represent the bulk of the tech that the regionals are implementing, you just think to yourself: Self... WOW is $SOFI leagues ahead. And really, no shade to the team at $JKHY, they seem like they are doing a great job. But wow....we're talking about basic use of $V $MA rails on debit cards. It's like... not even close to what we're trying to do at $SOFI. I know ya'll love the Fintech biz, but can I just argue my case AGAIN that the absorption of the regional banks is the real low-hanging fruit? Please... can you just try to see it from my POV?