Victaurs
VictaursThe Only Word That Matters in Financials: Banks, Fintech, Payments, Crypto and Everything In Between.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 151 | Subscribers | Read | victaurs.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Can Wise Outrun Stablecoins in the $32T Cross-Border Market?
Stablecoins cut fees in theory, but Wise is cutting them in practice.
StoneCo: 14x Earnings for 20% EPS Growth?
PIX didn’t kill it, buybacks boosted it, and EPS is compounding faster than peers still priced richer.
The Illusion of Certainty: RPOs, Oracle, and the Dot-Com Ghosts
Every cycle invents its own way of bottling the future animal spirits into today’s stock price. And on that topic, I’m reading the new biography on John Malone and he says the most important investing lesson is to always ask “what if not?”,...
I'm Popular Now: How a Boring Bank Beat the Market
This one’s for the newer readers who aren’t familiar with Victaurs’ bank game.
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Authors
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The Only Word That Matters in Financials: Banks, Fintech, Payments, Crypto and Everything In Between.
Frequently Asked Questions
How can I access the email archive for Victaurs?
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