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Dive into a collection of past posts and rediscover timeless content.

Affirm

The many faces of Affirm

Mar 23, 2025

•

12 min read

The many faces of Affirm

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

Jevgenijs Kazanins
Jevgenijs Kazanins

Shopify

+2

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

Mar 16, 2025

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14 min read

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
Jevgenijs Kazanins

Visa

Visa's infinite runway

Mar 9, 2025

•

26 min read

Visa's infinite runway

Notes from Visa Investor Day 2025

Jevgenijs Kazanins
Jevgenijs Kazanins

PayPal

PayPal's fresh bid for relevance

Mar 2, 2025

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13 min read

PayPal's fresh bid for relevance

Notes from PayPal Investor Day 2025

Jevgenijs Kazanins
Jevgenijs Kazanins

Cash App

+2

Is there any hope for Block?

Feb 23, 2025

•

13 min read

Is there any hope for Block?

Yes, if Jack Dorsey lets his team deliver

Jevgenijs Kazanins
Jevgenijs Kazanins

Coinbase

+1

Can Robinhood catch up with Coinbase?

Feb 16, 2025

•

15 min read

Can Robinhood catch up with Coinbase?

They certainly are a force in retail trading

Jevgenijs Kazanins
Jevgenijs Kazanins

PayPal

PayPal wants to be everywhere

Feb 9, 2025

•

12 min read

PayPal wants to be everywhere

Can they stay focused this time?

Jevgenijs Kazanins
Jevgenijs Kazanins

Mastercard

+1

Visa wants a bigger slice of commercial payments

Feb 2, 2025

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16 min read

Visa wants a bigger slice of commercial payments

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

Jevgenijs Kazanins
Jevgenijs Kazanins
No one is disrupting banks

Jan 26, 2025

•

11 min read

No one is disrupting banks

At least not the big ones

Jevgenijs Kazanins
Jevgenijs Kazanins

Klarna

+1

Klarna is going public

Jan 19, 2025

•

11 min read

Klarna is going public

Here is how it compares to Affirm

Jevgenijs Kazanins
Jevgenijs Kazanins
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