Popular Fintech
Become a smarter Fintech founder, operator, and investor| Popular Fintech
Fintech companies, like most technology startups, love picking a “villain” or an industry that they will “disrupt”. Usually, those are the banks, but sometimes, Fintech companies aim to disrupt the card schemes, such as VISA and Mastercard (think of Affirm, Afterpay, and other BNPL players). The card schemes would be portrayed as outdated and greedy legacies of the past. | Popular Fintech
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
