PERSON DIRECTORY
Jingshu Zhang
Jingshu Zhang appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
Language
Guinea Value's Jingshu Zhang on Fiserv $FISV
Jingshu Zhang frames Fiserv at about $55 and 6–7x adjusted EPS as a reset opportunity, with more than $9 of adjusted EPS expected in 2027 under one of fintech’s strongest teams.AML/KYC regulation, proprietary data, network effects, distribution, and distinct Clover and Toast niches support the case, while paused buybacks, $900M of Q4 debt reduction, limited insider buying, delayed PSU metrics, and Jana’s asset-sale pressure make execution the key test.