12 Comments
User's avatar
Leo's avatar

Thanks for this one, perfect read for Friday morning. Haven't seen Adyen here, seems like a good holding too imho...

Linas Beliūnas's avatar

Yeah, it was not the best year, but is still a super solid company with a good moat and solid fundamentals. I wrote about it here ICYMI: https://linas.substack.com/p/fintechpulse954

Leo's avatar

Cool, thx

Edgaras's avatar

Nice write up - thank you! There's no Coinbase here? 🤔

Linas Beliūnas's avatar

Thanks for reading! Nope, it wasn't a good year for Coinbase performance-wise, yet I'm bullish on them long-term regardless. I'd recommend you check this one out: https://linas.substack.com/p/fintechpulse1025

Edgaras's avatar

Makes sense, thanks

UnreasonableAsymmetric's avatar

Or you could choose Newtek for profitability?

- 5.12x P/E

- 17% revenue CAGR

- Funding mix shifting to deposits away from private capital, so has a faster margin expansion

- counter-cyclical growth

Would love to hear your thoughts

Linas Beliūnas's avatar

Interesting. Don't have any take on them as of yet, but perhaps it's worth taking a look. :)

UnreasonableAsymmetric's avatar

No worries, may be biased as my largest holding currently but if you have any questions and/or counter points please let me know (thank you!)

Thomas Gyselbrecht's avatar

Dave is a big position for me. Thanks for the write up. The EPS estimate of 1 USD for 2026 seems wrong? Its much higher already now

Neural Foundry's avatar

Solid breakdown of the maturation arc. Dave's CashAI pivot away form traditional overdraft models is especially interesting because it shows profitability doesnt have to come from squeezing consumers harder. Back when I was banking retail, overdraft fees were basically a hidden tax on low-balance customers. The fact they're scaling EBITDA 236% while actualy lowering delinquencies is kinda the opposite of what legacy banks do.

Linas Beliūnas's avatar

Indeed! Are you a shareholder of $DAVE too?