Hate to see it. In 2020/2021, Revel fielded offers from potential suitors in the high 9 figures, but Revel’s owner, PE fund WCAS, wanted more than a billion dollars. You know what they say: Revel just...
In the continuation of our Olo analysis, let’s catch back up. Olo had gone public. We contend that Olo management was now fully aware that the company’s growth prospects were materially capped, and that it was...
India’s UPI had previously set the standard for free money transfer. Initialized by India’s Reserve Bank, UPI set up a digital banking infrastructure that was accessible to even the most indigent...
After 20 years of litigation, where merchants (rightly) accused Visa and Mastercard of operating a duopoly and extracting limitless fees as they sought fit, a settlement has finally been reached. The winners...
We constantly harp on retailers being just about the most laggardly industry one could find, with restaurants being an even more laggardly subset underneath the retail umbrella. But what if you told you that...