Payments in the Pandemic – Paypal
Paypal is very well positioned to capture new volume both short term and long term growth Continue reading
Paypal is very well positioned to capture new volume both short term and long term growth Continue reading
Embedding of payments into new commerce and business flows will quickly drive $500BTPV gains over the next 5 yrs and replace eCommerce as the source of TPV growth. Cash, ACH, and other Networks (ex Swift) will lose, MVP, Adyen and others will gain. Continue reading
Recent issues with Facebook, Equifax, GDPR compliance, … have brought us to a tipping point in data. The basic structure of how data is: permissioned, shared, used, accumulated, analyzed, sold, regulated, … must change. Google and FB operate in a … Continue reading
Traditionally the core of bank margin is in risk management. The core of risk management is data.. thus Banks have been the among the best data businesses (as IBM knows). Banks “learn” about their customers through bank interaction: payroll, card … Continue reading
I’m taking a rather abbreviated approach to blogging today.. as most of my key points have more detail in my other posts. I’ll just link to my old posts and focus on a few new thoughts. You need to be … Continue reading
18 Feb 2016 I’m in a network state of mind… We are in the midst of a massive economic transformation and I can’t quite put my finger on it. What influences how consumers and businesses are organized? What is changing? … Continue reading
21 Jan 2016 My favorite blog of the year was written by famed UK computer scientist Paul Graham – The Refragmentation. Paul’s blog aligns very well to the work of 2 Nobel prize winners in economics: Oliver Williamson (2009) and … Continue reading
10 Jan 2016 V/MA are among my largest holdings, thus I’m constantly assessing. This also happens to be a consistent institutional investor and Bank question. So I thought I would share my views. You need to be logged in to … Continue reading
2 Dec 2015 Happy ‘After’ Thanksgiving everyone, I’m coming out of my tryptophan coma and thought I would go for a mental stretch. This is a pretty big topic, and I won’t do it justice. Thanks in advance for your … Continue reading
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