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ToastToast
Toast eyes the throne
May 04, 2025

Toast eyes the throne

Inside Toast’s push to unseat the POS giants

Jevgenijs Kazanins
ShopifyShopify
+2+2
Embedded lending: the next big opportunity or a niche play?
Mar 16, 2025

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
FiservFiserv
+9+9
Fintech rivalries to watch in 2025
Dec 29, 2024

Fintech rivalries to watch in 2025

Five Fintech rivalries that have a "plot twist" coming up in 2025

Jevgenijs Kazanins
Shift4Shift4
+1+1
Is Mr. Market wrong about Shift4?
Jun 30, 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 the reason for that?

Jevgenijs Kazanins
ShopifyShopify
+1+1
On the moat of vertically integrated software businesses
Mar 03, 2024

On the moat of vertically integrated software businesses

Shopify might be making most of its revenue from payments, but it's the software component of its business, the Shopify commerce platform that gives it the right to win. Does Toast have the same moat?

Jevgenijs Kazanins
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