#FinTech

John Street Capital

JohnStCapital

0/ We published our latest piece on SPAC's given the interest post the $4.0bn offering done by @BillAckman $PSTH/U yesterday. We provide some high level details on structural considerations /

Jason Mikula

mikulaja

Hey all - it's that time!I'm going to take a look* at $PYPL's recently released Q4 2020 earnings info & investor update...A THREAD[*remember, I'm not a real financial analyst, but

Elad Gil

eladgil

1/4 Founders (and to a lesser extent investors) move in generational cohorts. These cohorts depend less on actual age, and more on when you started your company + market segment.

Simon Taylor

sytaylor

New report: Embedded Finance is reshaping #fintech * Banks core business model is broken* New players are disintermediating the bank relationship * Banks that that lean in can capture a

Ammar Khan

rogueonomist

What is a payment gateway?Currently, Banks operate their own payment systems. They are like pipes. Many pipes operating in isolation. Payment Gateway is ONE BIG PIPE to which all Banks

Korobra

CarterKo24

I started a position in $IPOE @SoFi last week. I think its an amazing company and I’m super excited for it’s futureHere is my investment thesis ! [THREAD] 1/

Mukund Mohan

mukund

eCommerce was in its spring training in 2000, 1st innings was until Covid, 2nd innings was 2020-2021.The 3rd innings will benefit enablers - payments $FSRV, $AFRM, $BFT, $FTOC, etc.This is

Adi Soglowek

pbcinc

$SE & $MELI:Marco & team think Forrest & team are amazing. They are tracked carefully. $SE's expansion into LATAM is around low ASP items, long delivery time, cannibalizing Aliexpress. They

Ryan Wilke

RyanC_Wilke

@pipe is still probably one of the most underrated start-ups that I find absolutely fascinating. Why? They're a Fintech start-up that has completely altered the way SAAS / recurring revenue

Damola of Aorthar

moski____

100 days of Daily UI can't get you a Job100 days of Daily UI can't seal a contract100 days of Daily UI can't make you a UX designer.100 days of

Sino Global Capital

sinoglobalcap

1. Why we invested in http://Maps.me Not financial advice. 2. Introduction2.1. Sino Global Capital is excited to announce our investment in @MAPS_ME (https://maps.me/ ). In this investment thesis, we will share our

Jason Mikula

mikulaja

Reviewing SoFI's investor deck; select commentary here - a thread.Identifies its core segment as "High Earner Not Well Served" (basically, a nicer version of "HENRY", high earner not rich yet)#fintech

John Street Capital

JohnStCapital

0/ As $BTC finished October +28.2% and +92.6% YTD we took a look at some of the key positioning / historical performance data. 1/ $BTC's "theoretical cost basis" is now

Spencer Keys

spencerkeys

Hear me out, @LawSocietyofBC - if and when this comes to Canada, a Law Society escrow service to make electronic transfers between trust accounts a breeze. @Steve_McKoen @b_greenberg @A2JamieMac https://twitter.com/stratechery/status/133451

Joshua Swigart

Jos12Olson

$ID Everest -One of two Biometric ID projects to run pilot programs with ID2020 *ID2020 is funded by GAVI and Microsoft...AKA William Gates/Gates Foundation & The Rockefeller

Alex Gladstein

gladstein

1/ On Thursday Nov 19 at 12:15 ET I am presenting a paper on “Financial Freedom and Privacy in the Post-Cash World” at #CatoMonCon:https://www.cato.org/events/38th-annual-monetary-conferencePublication will come later in the Cato

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