Follow publicly-traded Fintech companies to front-run market trends and identify investment opportunities
The last couple of years were extremely productive in terms of Fintech companies going public: Upstart (December, 2020), Affirm (January, 2021), Coinbase (April, 2021), Marqeta (June, 2021), Robinhood (July, 2021) and Nubank (December, 2021) are just the most notable ones, while the list is much longer. The services that these, now public, companies offer range from consumer lending, to payments, to investments, to software and cover pretty much every surface of the Fintech attack on legacy financial players.
If you invest in the Fintech space or build a company of your own, you can follow publicly traded companies through their quarterly earnings calls and understand better what is working, what is not, and how the markets value their progress. We no longer need to rely only on product launches, conference pitches, and funding announcements to understand if Fintech companies are getting closer to their ambition of disrupting the industry. We have quarterly and annual reports, earnings calls and management comments, as well as analyst coverage.
I have identified around 30 publicly traded FinTech companies across multiple segments (Payments, Consumer lending, Infrastructure, and Investing) and will follow their journey in this newsletter: will describe what they do, break down how they make (or plan to make) money, as well as report on their progress after quarterly earnings calls and other major milestones. I also expect the list to expand over time, as more and more companies go public (personally, cannot wait for the IPOs of Stripe and Chime).
So if you are as excited about the Fintech revolution as me, subscribe to this newsletter, and let’s follow this journey together!
Disclosure & Disclaimer: I own shares in most of the companies covered in this newsletter, as I am extremely bullish on the transformation in the financial services industry. However, nothing expressed in this newsletter is or should be considered financial advice, and you should do your own research.