Reflections as founder, one year in

This blog has been dormant for a while, and there was a good reason for it :). Since early 2021, I’ve started on the founder’s journey of building Kanmon. Some lessons learned over the past year! Almost all advice is not helpful. Most advice is superficial and tends to be generic (and thus not really […]

Everything is neo-banking | BNPL edition

BNPL is the hot space at the moment and the big players Klarna and Afterpay both released their full-year 2020 results last month. For a refresher on BNPL check out, BNPL overview BNPL product deep dive BNPL go to market comparison BNPL competitive dynamics So how was 2020 for these two players?

2021 Market musings and predictions

Whew, 2020 what a year. I’m glad that it is behind us. What does the future hold for 2021? TLDR: 2021 most likely a strong bull market – think roaring 20’s. Violent inflation overshoot is the most visible risk, however, black swans are a key risk and nobody can predict them. I’m a reluctant bull […]