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AffirmAffirm
The many faces of Affirm

The many faces of Affirm

Affirm is more than just a point-of-sale lender. But what exactly are they?

Jevgenijs Kazanins
KlarnaKlarna
+1+1
Klarna is going public

Klarna is going public

Here is how it compares to Affirm

Jevgenijs Kazanins
ShopifyShopify
+2+2
Embedded lending: the next big opportunity or a niche play?

Embedded lending: the next big opportunity or a niche play?

The opportunity in embedded lending is largely untapped. Who's going to capture it?

Jevgenijs Kazanins

Archive

AffirmAffirm
The many faces of Affirm

The many faces of Affirm

Affirm is more than just a point-of-sale lender. But what exactly are they?

Jevgenijs Kazanins
ShopifyShopify
+2+2
Embedded lending: the next big opportunity or a niche play?

Embedded lending: the next big opportunity or a niche play?

The opportunity in embedded lending is largely untapped. Who's going to capture it?

Jevgenijs Kazanins
VisaVisa
Visa's infinite runway

Visa's infinite runway

Notes from Visa Investor Day 2025

Jevgenijs Kazanins
PayPalPayPal
PayPal's fresh bid for relevance

PayPal's fresh bid for relevance

Notes from PayPal Investor Day 2025

Jevgenijs Kazanins
Cash AppCash App
+2+2
Is there any hope for Block?

Is there any hope for Block?

Yes, if Jack Dorsey lets his team deliver

Jevgenijs Kazanins
CoinbaseCoinbase
+1+1
Can Robinhood catch up with Coinbase?

Can Robinhood catch up with Coinbase?

They certainly are a force in retail trading

Jevgenijs Kazanins
PayPalPayPal
PayPal wants to be everywhere

PayPal wants to be everywhere

Can they stay focused this time?

Jevgenijs Kazanins
MastercardMastercard
+1+1
Visa wants a bigger slice of commercial payments

Visa wants a bigger slice of commercial payments

..and so does Mastercard. Can they get it?

Jevgenijs Kazanins
No one is disrupting banks

No one is disrupting banks

At least not the big ones

Jevgenijs Kazanins
KlarnaKlarna
+1+1
Klarna is going public

Klarna is going public

Here is how it compares to Affirm

Jevgenijs Kazanins
American ExpressAmerican Express
A follow-up on American Express's growth aspirations

A follow-up on American Express's growth aspirations

Can American Express deliver on their 10%+ revenue and "mid-teens" EPS growth aspiration?

Jevgenijs Kazanins
Capital OneCapital One
+1+1
Can Capital One challenge American Express?

Can Capital One challenge American Express?

Capital One's acquisition of Discover seems to be a done deal. This deal sets the stage for an exciting rivalry to follow

Jevgenijs Kazanins
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