Fiserv, Inc. (FISV): A Bull Case Theory 

We came across a bullish thesis on Fiserv, Inc. on Jimmy’s Journal’s Substack by Jimmy Investor. In this article, we will summarize the bulls’ thesis on FISV. Fiserv, Inc.'s share was trading at $62.69 as of December 1st. FI’s trailing and forward P/E were 9.69 and 7.39 respectively according to Yahoo Finance.

Fiserv, long a quiet giant in fintech, provides critical banking infrastructure and payments rails across the U.S. In recent years, however, the company’s overemphasis on Payments left core banking clients underserved, while execution fatigue weighed on growth and...