Companies such as Square and First Data could face greater competition overseas, while Adyen, Stripe and others could attract suitors.
Vantiv, Global Payments and other could look beyond tuck-ins to major consolidation.
I am opportunistically looking to add exposure to strong themes.
Here's a window into what institutional investors may be doing and how to profit from that.
Legacy software groups, private equity firms and activists have stirred up what Marc Benioff called the most "intense" software deal cycle he has seen.
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