Lookout for Blackrock’s 3rd Domino – Liquidity Mismatch
The CEO of the world’s largest asset manager released a 9,000 word missive to investors on Wednesday that brought to the fore a nuance of
March 19, 2023
Google – Still the King of Search
OpenAI’s generative AI chatbot, ChatGPT, has made a lot of noise since its release this past November. But nothing as loud as the recent to-do
February 26, 2023
Affirm Offers Case Study on Power of Fintech to Offset Negative Effects of Rising Interest Rates on BNPL
Buy-now-pay-later (BNPL) bellwether Affirm released its calendar 2022 Q4 earnings this past Wednesday, for the period ending December 31st, 2022. Despite the bottom line miss
February 12, 2023
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