Does Visa Look Good in Tink?

Back in January, Visa saw a coveted acquisition slip through its fingers. The financial services company had agreed to acquire the fintech startup Plaid for $5.3 billion. Regulators alarmed that Visa may have acquired Plaid to remove a threat from the arena, signaled they would heavily scrutinize the deal. Plaid wisely decided that they couldn’t […]

Is Shopify Building a Stealth Ad Business?

Earlier this week, we wrote about the strategic drivers for Amazon’s continued ad revenue growth. Is its competitor Shopify following it down that same path… and for similar reasons? We examine the evidence.