Capital One's acquisition of Discover seems to be a done deal. This deal sets the stage for an exciting rivalry to follow
Five Fintech rivalries that have a "plot twist" coming up in 2025
In 2023, card payment volume in the EU grew by 10.7% YoY, up from 7.8% YoY in 2022. Who's capturing this growth?
An attempt to understand who is who in the European merchant acquiring landscape
Adyen might have overestimated the power of its product and underinvested in its sales teams. As it turns out, even great products need to be sold.
PayPal spent $5.3 billion to acquire Zettle, Hyperwallet, and Paidy businesses, and now hardly mentions them on the earnings calls
Square is lagging badly behind the competition in growth. Jack Dorsey’s return to the company might have something to do with it.
Can we draw any conclusions about the payments industry from Visa's financial results?
American Express stock trades at much higher multiples than Discover. Here is my attempt to understand why.
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?
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.
Why did Square pick a fight with Chase and American Express?
