Tag: FIs

Long-Term Bullish On RIA/Private Client/Trust Investment Services

Long-Term Bullish On RIA/Private Client/Trust Investment Services

I traded text messages with a friend who is contemplating a Chief Investment Officer role with a large RIA firm. Increasingly it seems Portfolio Managers who spent much of their career working for large, long-only investment managers are looking for a change to where they can operate with more flexibility and creativity. The RIA/Private Client/Trust … Continue reading Long-Term Bullish On RIA/Private Client/Trust Investment Services

SBA Loan Processing – Every Which Way But Smooth

SBA Loan Processing – Every Which Way But Smooth

The SBA lacks the infrastructure to efficiently process the $350 billion capital allotment it received from the recent $2 trillion economic stimulus plan (read our breakdown here). The SBA's loan origination Website is overwhelmed from a bandwidth standpoint. The SBA's Website regularly times out or crashes before providing loan origination IDs to bank partners. It … Continue reading SBA Loan Processing – Every Which Way But Smooth

Industries Best-Positioned To Go Mobile Post COVID

Industries Best-Positioned To Go Mobile Post COVID

We list a handful of industries that may accelerate their mobile workforce and remote capability efforts in the COVID aftermath. ASSET MANAGEMENT: We believe the big opportunity here is for virtual meetings whether they be one-on-one meetings between investors and management teams or full analyst days. Basic video communication and live streaming services are offered … Continue reading Industries Best-Positioned To Go Mobile Post COVID

FinTech Valuations

FinTech Valuations

We took a snapshot of FinTech company valuations based on an extract from our CEORater database. We looked at Enterprise Value as a multiple of LTM Operating Cash Flow. You may access the file HERE or after the break below. Should you have any questions reach me at jmaietta@tek2day.com Tickers mentioned: BR, FDS, FICO, FIS, … Continue reading FinTech Valuations

Prospective Bloomberg LP Acquirers

Prospective Bloomberg LP Acquirers

With Michael Bloomberg throwing his hat into the ring for the 2020 Democratic nomination, many have speculated as to how Bloomberg would divest his equity stake in his namesake firm were he to win the Presidency. We don't expect Mr. Bloomberg to win the Office of the President nor would a sale necessarily be required … Continue reading Prospective Bloomberg LP Acquirers

FinTech for Growth & Profitability

FinTech for Growth & Profitability

Investors that value growth AND profitability ought to consider a number of tried-and-true FinTech names. Several days ago we were critical of some of the recent IPO and IPO hopeful crop of companies that enjoyed (even if temporarily) nosebleed valuations while delivering little in the way of recurring revenue much less profitability. Contrast that with … Continue reading FinTech for Growth & Profitability

Stripe Capital – The Latest Fintech Disruptor

Stripe Capital – The Latest Fintech Disruptor

Stripe - the payments API company that revolutionized ecommerce payments infrastructure - launches “Stripe Capital”, a commercial credit service that will lend to Stripe customers. Stripe Capital will have two key advantages over traditional Financial Institutions (“FIs”). First, Stripe is present at the point of sale, providing it insight into payments flow before the transaction … Continue reading Stripe Capital – The Latest Fintech Disruptor

Top Fintech CEOs by Total Stock Return

Top Fintech CEOs by Total Stock Return

We ranked the top Fintech CEOs as measured by stock price performance. You may access the PDF version HERE and the Excel version HERE. We used IPO date as the beginning period for measurement purposes. In the event a CEO began his/her tenure after the IPO date, we used that start date as the beginning … Continue reading Top Fintech CEOs by Total Stock Return