All Posts Jun 4, 2019Jun 4, 2019 10K Analysis Cash rules everything around me – a look at Bill.com (NYSE: BILL) Compete or Die – LiveNation Part Deux Mo Concerts Mo Money – A look at Live Nation (NYSE: LYV) Money often costs too much – a look at Adyen (ADYEN:EN) Neither a borrower nor a lender be | A tour through Upstart’s S1 No place like home – A look into Zillow (NYSE:ZG) Portrait of an arms dealer – a look at Shopify (SHOP:NYSE) The history of merchant acquiring |Rise of the full stack acquirer The song remains the same, a look at the Buy Now Pay Later (BNPL) players To travel is to live – A journey through Booking Holdings (NYSE:BKNG) Bond Markets Corporate Bond Market Frothy’ness Is inflation around the corner? – Consumer behavior post coronavirus Business Models Access to the central bank, the final frontier for fintech? Adventures in underwriting, competitive advantage edition Dear Tech CEOs, start learning about the history of finance | History repeats edition End of the Line | Lessons from the fall of AT&T Fintech is dead, long live fintech Good Business, Bad Business – Fintech edition How to prep for a recession Is coronavirus fintech’s watershed moment? Jedi or Empire | Buy Now Pay Later competitive dynamics Lessons learned in SMB fintech Old ideas, new packaging – is embedded finance worth the hype? One interface to rule them all | The next frontier in fintech? Part 2 Product frameworks |User emotion and feature tradeoffs Small Business in the USA – myths, and realities Strategy vs tactics – why do we get it wrong most of the time? To market to market | How do BNPL players go-to-market? What’s in a name – A deep dive into the BNPL product offering See more ... GM GM chronicles : A product guy learns about sales and marketing GM Chronicles Part 2: Does a product background give you an edge? See more ... Housing Buying a house? Don’t fall for the myths House prices and behavioral bias Investment Models 529 Plans – Are they worth it? Adventures in wrongness Bear market thoughts – COVID is going to change everything Fear and loathing on Wall Street Go Vote | A tour through the real economy Income rules everything around me | Investing myths Investment products are counter-intutive| do conventional engagement metrics matter? Investor psychology in times of crisis | Lessons learned Millennials, do financial service providers think you are dumb? Rule of half Some truths for the individual investor – Part 1 Some truths for the individual investor Part 2 The traumas that define us What is your personal capital structure? Notes to my son Always look forward Notes to my son Welcome, its going to be a fun ride as long you have the right behaviors product management 15 minutes is all it takes – practical tips for distributed global teams 2021 Market musings and predictions A seismic shift in product management | GPT3 is the abstraction we deserve An aspiring PM and an economist walk into a bar Anti Pattern – The Head Of problem. Anti Pattern – The Ponzi Roadmap Ask good questions – dumb advice? Beware of false precision Brand Delusions – SMB Fintech edition Cross-sell is dead Data data everywhere Don’t believe the hype, Marketing 101 for Product Managers Everything is neo-banking | BNPL edition FinTech businesses, platforms or not? Great PMs deal with ambiguity How do you wash the dishes? How to compete in fintech How to manage your life like a product manager Its been 10 long years | Lessons from the GFC Magic and Fintech – a thought experiment Me and my friends we got money to spend – Plaid roadmap edition Nostalgia kills | Practical tips for leaders Optimistic PM, Pessimistic PM Platform rewrites, lessons learned Platform rewrites, part Deux PM Personality types a.k.a Myers Briggs for PMs PM personas in the wild PM superpowers in these troubled times – coronavirus edition Practical tips for accountability in product teams Premature optimization is the root of all evil Reflections as founder, one year in Results don’t matter | Tips for better decision quality Robots will solve everything | Don’t believe the RPA hype Scaling product teams the structured way Shouting from the rooftops, Channels 101 for Product Managers Some advice for aspiring PM’s Specialists vs Generalists – it’s nuanced and why you should read 10-k’s in your spare time The inner game The one thing that demonstrates greatness The price is right, paid marketing edition The ultimate guide to product management hiring, Part 1 : Strategy The ultimate guide to product management hiring, Part 2: The hiring process The ultimate guide to product management hiring, Part 3: Execute Execute Execute The ultimate guide to product management hiring, Part 4: Make the hire! What blowups can teach the product manager Writing strategies for the beginner See more ... Reform Andy Haldane, Occupy and What YOU can do about it Retirement I Savings Bonds – the best kept secret Things investors should be thankful for What’s your Retirement Number? See more ... Review Last post of 2019 – End of year review Lights out, lessons from the turmoil at GE Monetary musings – 2020 year in review See more ... stock Apple’s recent 10Q Buzzfeed style Bubble watch? Crappy Financial Reporting Looks like a bubble, feels like a bubble See more ... teams Anti Pattern – Generalists over Specialists Everything is signaling, manager edition Feedback, when to change and when not to How to scale Idea killers, how to bounce back Say accountability one more time See more ... Uncategorized Back! See more ... Wonkish I wonder I wonder – a few questions Reading and podcast recommendations Risk on, Risk Off – Hedge or die Risk rules everything around me Scariest chart ever? Sovereign digital currencies | The next frontier in fintech? Part 1 The GFC changed us as a generation – adventures in labour market slack Whats the endgame, and will Facebook be part of it? See more ...