The everything bubble & TINA 2.0
September 01, 2021
Buy Now, Pay Later & Payment Ramifications
August 09, 2021
Payments & The Trillion Dollar Market Opportunity
January 29, 2021
10 Thoughts as 2020 Comes to an End
December 28, 2020
The (Neo) Bank Bundle & Transition to Subscription Revenue
November 22, 2020
You can look at other marketplace / exchange comps.
November 12, 2020
Moats & Network Effects in Financial Services
November 09, 2020
Investing & the Convergence of Public & Private Markets
October 17, 2020
Recurring Revenue: The Rise of an Asset Class
September 21, 2020
September 17, 2020
Capital Allocation & Risk Asset Ramifications in a 0% Interest Rate World
September 10, 2020
Embedded Finance & Vertical SaaS
August 14, 2020
Banking Infrastructure Re-Imagined
August 04, 2020
The Financialization of Everything
July 30, 2020
July 23, 2020