Toast is mentioned as a competitor to Fiserv's Clover product, with new businesses favoring Toast and Square.
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Guinea Value's Jingshu Zhang on Fiserv $FISV
Apr 10, 2026
Andrew Walker hosts Jingshu Zhang of Gini Value to discuss Fiserv (FISV). Zhang has conducted extensive primary research, including interviewing over 100 Clover customers and industry insiders, to provide a deep dive into the company. The podcast also features a sponsor plug for Trada, a platform for stock discussion, and mentions a free sample Fiserv transcript from Trada.
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The creator uses Google in 2010 as an analogy for Fiserv's current setup, suggesting a similar bull thesis.
Global Payments is mentioned as one of several payment companies that investors are looking at.
Mastercard is mentioned as one of the 'kings and queens' of the payment space that is currently in bear market territory.
Visa is mentioned as one of the 'kings and queens' of the payment space that is currently in bear market territory.
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