Notes from Visa Investor Day 2025
Notes from PayPal Investor Day 2025
Yes, if Jack Dorsey lets his team deliver
They certainly are a force in retail trading
Can they stay focused this time?
..and so does Mastercard. Can they get it?
At least not the big ones
Here is how it compares to Affirm
Can American Express deliver on their 10%+ revenue and "mid-teens" EPS growth aspiration?
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?
