Valuing Fintech IPOs
excellent interview with Fintech Pioneer Brian Hamilton, where he discusses the explosive valuations seen and presents a well balanced discussion of Incumbents and challengers. About a two minute read.
Comment: great interview, but far too short. His observation about valuing Fintechs until they become Incumbents, “Evaluate Fintechs like tech companies unless or until they are banks themselves”. We’re now seeing many Fintechs transitioning from fast moving startups to slower growing, mature businesses. The old dot com expression comes to mind: “Get real big real fast”.