Areas I’m most likely to invest in during 2010
I have always been fairly thematic in my investment approach. For me, the process starts with identifying big markets that are either 1) emerging (and will therefore be created over the next several years) or 2) undergoing some structural shift that will enable new entrants to grab market share from incumbents. I have seen Companies succeed in [...]
Reactions to AmEx’s Acquisition of Revolution Money
Karen Webster of Market Platform Dynamics asked me to share some quick reactions on the announced acquisition of Revolution Money by AmEx this morning. As a result, my thoughts are cross-posted on PYMNTS.com. Karen asked me to address the following questions/issues: What was your initial reaction to the news? My initial reaction was that AmEx move to purchase [...]
Payments: A Day on the Inside
Image by monty.metzger via Flickr Earlier this week, I participated in a truly special event, the Lydian Roundtable. Lydian is a gathering of the best and brightest in the electronic payment industry and is hosted by my friends at Market Platform Dynamics, David Evans and Karen Webster. Every year, they bring together 50 to 100 [...]
