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November 16, 2023
WHAT WAS YOUR FIRST JOB? My first job after college was as a customer service advisor for Bank of America. It was one of the things that got me hooked on payment, cards and banking. I still think its...
September 13, 2023
America runs on ambition, a classic viceโbut it doesnโt have to be that way.
June 11, 2023
I recently heard a phrase I love: Mental liquidity.
October 5, 2022
Welcome back to the deep dive series where this time we focus on Visa (V), the global payments company. Perhaps somewhat timely as consumers begin onc
August 5, 2022
As chief executive of Visa, he transformed a struggling company into a global powerhouse and the worldโs leading credit card network.
August 2, 2022
Dee Hock, who recently passed away, was CEO of the card brand from 1970 to 1984. He championed a mix of competition and collaboration among financial institutions to foster innovation, an idea that is still used in technology development.
July 27, 2022
The card brand has not seen "any evidence" of consumers reducing spending major categories or markets, the card network's chairman and chief executive Alfred Kelly said Tuesday.
July 27, 2022
V earnings call for the period ending June 30, 2022.
April 21, 2022
The point at which a professional investor is shown a new idea and is unwilling to process it is the moment to retire from professional investing
April 12, 2022
I have published many notes recently on FinTech companies and the evolution of the open banking paradigm. See why I am bullish on Marqeta and Upstart stocks.