The opportunity in embedded lending is largely untapped. Who's going to capture it?| Popular Fintech
American Express stock trades at much higher multiples than Discover. Here is my attempt to understand why.| www.popularfintech.com
Through their short history of being public companies, Shift4 has always been more profitable, but Toast has always enjoyed a higher valuation. What is the reason for that?| Popular Fintech
When Coinbase went public, Brian Armstrong floated an idea that in 5-10 years half of the company's revenue would come from non-trading fees. The goal was to stay profitable in the next crypto winter.| Popular Fintech
If PayPal returns to double-digit growth, the stock will take off. This level of growth might come sooner than the market expects.| www.popularfintech.com
PayPal might not have shocked anyone with their Innovation Day, but everything they launched was aligned with their strategic priorities. These priorities lay out the path to growth.| www.popularfintech.com