I give a buy rating for Global Payments Inc. (NYSE: GPN ) as I believe the business is at an inflection point. The launch of Genius and the reset of GTM are already showing tangible results, while the upcoming Worldpay acquisitionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit e ...