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Global Payments Inc. (GPN): A Bull Case Theory 

We came across a bullish thesis on Global Payments Inc. on Rose’s Substack’s Substack by Rose Celine Investments. In this article, we will summarize the bulls’ thesis on GPN. Global Payments Inc.'s share was trading at $77.48 as of January 14th. GPN’s trailing and forward P/E were 11.76 and 5.74 respectively according to Yahoo Finance.

Global Payments (GPN) has established itself as a leading player in the payments space, distinguished by its scale, execution quality, and embedded workflows across merchant-facing solutions. Unlike companies that rely on structural...