December 2021 / VIDEO
Two Dominant Trends Changing Fintech Stocks
- We are seeing two dominant trends in the fintech space, and specifically payments, that continue to drive a lot of our secular investing themes.
- The first is the continued transition to digital payments away from cash and checks, and the second is embedded finance.
- Users who have come to expect high-quality digital experiences in their personal lives are demanding innovations in their business lives.
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