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Affirm is more than just a point-of-sale lender. But what exactly are they?
Here is how it compares to Affirm
The opportunity in embedded lending is largely untapped. Who's going to capture it?
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
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
