EBITDA is for Kids
The smart money saw this coming in late 2021. In particular, hedge funds and growth equity firms that saw the top blowing off public market
February 5, 2023
When Market Forces Collide, New Market Dynamics Appear
It was the reporting of two occurrences this week that, taken together, took the honor of ‘the week’s most interesting’. In an unusual move –
December 11, 2022
TRANSACT Scores BIG (Apple) – Payments, Fintech, & Capital
Another week in November, another conference, or so it seems. This week’s travels took the Wellesley Hills Financial team to New York City for the
November 20, 2022
Venture Dallas – Plenty of Sizzle, Plenty of Steak
Venture Dallas 2022, a regional conference for technology startups – many in fintech and B2B software – and the financial sponsors who invest in them,
November 6, 2022
Apple of Payments Discord
It seems to never learn. Apple Inc. that is. Or perhaps there’s nothing to learn. Maybe the endless battles over its closed and highly controlled
May 15, 2022
Mastercard’s Metaverse Moves
Mastercard (NYSE: MA) earned itself some buzzy media coverage these past two weeks by reporting that the card network of “consumer choice” filed 15 trademark
April 24, 2022
Masters of the Universe – Investment Banking & Financial Technology Revolutionary
She’s been doing it for more than a quarter-century, starting as a summer intern at J.P. Morgan’s London office in 1987. From commodities trading to
April 3, 2022
(not so great) FedEx-pectations for E-commerce
Last week, FedEx Corp. (NYSE: FDX) reported its financial results for the quarter running December through February. In the current macroeconomic environment, FedEx, and its
March 26, 2022
Four Horsemen of the ‘Macro-economic Apocalypse’
Who would have thought, all the way back in mid-January, that the Federal Reserve and pandemic would become secondary factors driving public market volatility and
March 13, 2022