Square Sell-Off Is Overdone and Presents a Buying Opportunity, Analyst Ellis Says

The video discusses Square's strategic decision to sell its Caviar business to DoorDash, highlighting the competitive pressures and the non-core nature of Caviar for Square. The sale allows Square to focus on its core ecosystems: consumer and seller, particularly emphasizing the rapid growth of its Cash App. The Cash App has become a significant revenue driver, showcasing a two-sided ecosystem that connects consumers and merchants, creating powerful network effects in the payments industry.

What competitive challenges did Caviar face after being acquired by Square?

In what way does Square's Cash App create a two-sided ecosystem?