CB

Chris Brendler

MD and Senior Research Analyst at D.A. Davidson & Co.
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Chris is a 3-time Institutional Investor-recognized sell-side analyst covering payments and fintech. His equity research franchise is known for unbiased, thoughtful, and insightful research with a focus on finding interesting trends using detailed modeling and analysis. After nearly two decades in equity, and more recently, startup research, he has built deep industry knowledge across fintech, cards, payments, and specialty lending all helping to shape my reputation as a trusted source for top institutional investors.

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  • Because a lot of the tech companies like Square and PayPal want to invest as much [as possible] in the growth phase, if they have extra revenue they’ll spend it.

  • The more we learned about BNPL, the more we believed it was only a matter of time before [Square Inc.] got involved. Indeed, as recently as our July 12 BNPL Biweekly, we put [Square] at the top of our list of candidates that may be Zip’s new strategic investor.

  • Not surprised those stocks are increasing on future consolidation speculations. Competition is heating up and they also have platforms that are very attractive.

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