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Popular Fintech

Jevgenijs Kazanins

We research publicly traded Fintech companies to help you become a better founder, operator and investor

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues221Founded5 years agoLast Issuea year ago
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Latest Issues

Visa wants a bigger slice of commercial payments

Hey!

I expect the "new flows" to be a key focus at the upcoming Visa Investor Day. Visa sees a $200 trillion opportunity in payment flows that go beyond “consumer-to-business” payments. Think commercial cards, cross-border B2B payments, an...

a year ago
15

No one is disrupting banks

Hey!

The largest U.S. banks just reported their fourth quarter and full-year 2024 results. And you know what? Banks are doing really well. This made me realize that, unfortunately, despite almost 30 years of trying, Fintech companies have...

a year ago
19
3

Klarna is going public

Hey!

Klarna, one of the largest Buy Now Pay Later lenders in the world, is expected to go public later this year. This will probably be the biggest Fintech IPO of 2025, with analysts expecting the company to get a $14.6 billion valuation....

a year ago
12
9

A follow-up on American Express's growth aspirations

Hey!

I think it is becoming my annual tradition to question American Express’s growth aspirations. Last year, I challenged their revenue growth targets. I was right about the revenue, it did decelerate by the end of the year below the targ...

a year ago
7
2

Can Capital One challenge American Express?

Hey!

It looks like Capital One’s acquisition of Discover is a done deal. The acquisition will make Capital One the largest credit card lender in the U.S., will turn it into one of the largest deposit franchises, and will create a payments...

a year ago
15

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Authors

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  • Jevgenijs Kazanins

    I write about publicly traded Fintech companies at PopularFintech.com. Previously built and scaled financial products at Luminor Bank, a Blackstone portfolio company, and TWINO, a leading European peer-to-peer lender.

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