Adventures in underwriting, competitive advantage edition
With money being a fungible commodity good is it possible to differentiate in lending? Presenting a model to obtain competitive advantage
Portrait of an arms dealer – a look at Shopify (SHOP:NYSE)
Is being an arms dealer the right strategy for Shopify? Can they win against amazon?
Good Business, Bad Business – Fintech edition
Money is commodity, where can you find the fat margins? Revenue enhancing business models are the future.
The price is right, paid marketing edition
Ad markets are just like financial markets. Are they priced to perfection?