fintech

6 statements across 6 episodes · 4 bullish · 0 bearish · 6 people on the record · first statement Sep 30, 2021 by Daniel Graña · across every show →

Everything said about fintech, oldest first

Sep 30, 2021 positive
Insight
Graña: Fintech Expands Emerging Market Bankability to Practically 100%
“You know, the bankable population, if you have to build branches, Is small in some countries, but if you're able to use technology in new and creative ways, then the bankable population is a hundred percent of the population practically.”
Daniel Graña Sep 30, 2021 ▶ 39:06 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Jan 31, 2022 bullish
Insight
Hamed: International BNPL is more powerful because it builds initial credit profiles
“International buy now pay later is so powerful, maybe even more powerful than in domestic buy now pay later, because you're actually creating a credit profile for a consumer that's never had credit before. And what it does is it gives you a relationship with t…”
Ali Hamed Jan 31, 2022 ▶ 27:36 Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Mar 7, 2022 neutral
Disclosure
Lamont: One-third of Oak HC/FT deals sit at the healthcare-fintech intersection
“Fintech and payments is really embedded in every industry, and it's one of the reasons there was incredible conversions between healthcare and fintech, two highly regulated industries, but a third of what we do is the overlap between these two sectors.”
Annie Lamont Mar 7, 2022 ▶ 21:17 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
May 5, 2022 bullish
Insight
Drobny: Financial services represent massive profit pools ripe for fintech disruption
“And by the way, the thesis behind FinTech is that in every country in the world, financial services is generally somewhere between 10 to 20% of market cap and GDP. And so if you can disrupt that, that's a big piece of profits and revenues to go after and build…”
Steve Drobny May 5, 2022 ▶ 26:00 Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
Jul 13, 2023
Disclosure
NewView concentrates 80% to 90% of capital in B2B software
“I'd say 80, 90% of what we do is B to B software and fintech, which is where I grew up investing in.”
Ravi Viswanathan Jul 13, 2023 ▶ 21:37 Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327)
Feb 5, 2024 bullish
Opinion
Ayer: Bajaj Finance is the model every emerging fintech should aspire to
“Bajaj is probably the most understudied consumer finance company in the world. It's probably what every emerging fintech company should aspire to be.”
Sanjay Ayer Feb 5, 2024 ▶ 1:00:04 Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
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