Messages
2/19/2024
1 : 54
The Ackman Discount
Inside Bill Ackman's Listed Hedge Fund Complex ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
2/9/2024
17 : 44
Funding Mr Bates
Litigation Finance: The Rise of an Asset Class
2/2/2024
17 : 24
New York State of Mind
The State of US Regional Banks
1/26/2024
17 : 34
Debt Collectors
The Subsector at the End of the Value Chain
1/19/2024
16 : 54
Hard Assets
Infrastructure: The Rise of an Asset Class
1/12/2024
17 : 34
The Points Guy
Inside the Business of Air Miles
1/6/2024
17 : 24
The Business of News
The Ways the Financial Press Creates Value
12/15/2023
17 : 34
Monetising an Algorithm
The Story of FICO
12/8/2023
17 : 54
Battle of the Buttons
How PayPal, Amazon and Shopify are Changing the Checkout
12/1/2023
16 : 34
Lenders of Last Resort
The $1.3 trillion institution that backstops American banks
11/24/2023
17 : 34
The Data Exchange
How the Market for Financial Data Changed
11/17/2023
17 : 54
Slicing and Dicing
How Apollo is Creating a Deconstructed Bank
11/10/2023
18 : 14
The Capital Cycle Hits Payments
Adyen's American Adventure
11/3/2023
16 : 4
Private Lending
The Growth of an Asset Class
10/27/2023
16 : 34
A Reckoning in Payments
First Adyen and now Worldline: Is this the end of Fintech?
10/24/2023
3 : 54
Risk of Ruin
Plus: JPMorgan, BlackRock, Wells Fargo
10/20/2023
16 : 34
Bad Office
The Credit Consequences of WFH
10/6/2023
16 : 34
Vernon's Legacy
What Republic First and Metro have in common. Plus: Equity Research, Bank Bashing, Crypto Lit
9/29/2023
16 : 44
Guardians of the Rich
Inside Morgan Stanley's Wealth Management Business
9/22/2023
17 : 4
Out with the Old
The Changing Face of the Insurance Industry