Archive - Popular Fintech

On Adyen suiting up

Adyen might have overestimated the power of its product and underinvested in its sales teams. As it turns out, even great products need to be sold.

Sep 15 •

Jevgenijs Kazanins

August 2024

The acquisitions that PayPal management doesn't talk about

PayPal spent $5.3 billion to acquire Zettle, Hyperwallet, and Paidy businesses, and now hardly mentions them on the earnings calls

Aug 25 •

Jevgenijs Kazanins

What is going on at Square?

Square is lagging badly behind the competition in growth. Jack Dorsey’s return to the company might have something to do with it.

Aug 10 •

Jevgenijs Kazanins

July 2024

What Visa earnings really tell us

Can we draw any conclusions about the payments industry from Visa's financial results?

Jul 28 •

Jevgenijs Kazanins

Why Discover is no American Express

American Express stock trades at much higher multiples than Discover. Here is my attempt to understand why.

Jul 21 •

Jevgenijs Kazanins

June 2024

Is Mr. Market wrong about Shift4?

Through their short history of being public companies, Shift4 has always been more profitable, but Toast has always enjoyed a higher valuation. What is…

Jun 30 •

Jevgenijs Kazanins

Coinbase’s quest to stay profitable throughout cycles

When Coinbase went public, Brian Armstrong floated an idea that in 5-10 years half of the company's revenue would come from non-trading fees. The goal…

Jun 16 •

Jevgenijs Kazanins

May 2024

The opportunity behind Square Banking

Why did Square pick a fight with Chase and American Express?

May 26 •

Jevgenijs Kazanins

A few reasons to be bullish on PayPal

If PayPal returns to double-digit growth, the stock will take off. This level of growth might come sooner than the market expects.

May 12 •

Jevgenijs Kazanins

April 2024

Are partnerships with big banks worth the effort?

Bill (NYSE: BILL) spent over a decade building partnerships with large banks, but has very little to show for it.

Apr 21 •

Jevgenijs Kazanins

JPMorgan's leadership is not concerned with rising charge-off rates

JPMorgan’s credit card loan charge-offs surge to pre-pandemic highs, Visa finds growth in Europe, and Square lags competition

Apr 14 •

Jevgenijs Kazanins

Why Cash App Pay is a big deal for Block

It's Cash App Pay, not lending, that will drive the next phase of Cash App's growth

Apr 7 •

Jevgenijs Kazanins

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