1 hr 11 min

Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard‪!‬ Liberty's Highlights

    • Investing

🎧 Listen on Spotify

If you prefer to listen on Spotify, here’s the feed:

Liberty’s Highlights podcast feed on Spotify

🎧 Listen on Apple Podcasts

Here’s the podcast feed on Apple Podcasts:

Liberty’s Highlights podcast on Apple

📃 Full transcript

Full transcript of this podcast with MBI about payments

I really enjoyed this conversation about the payments space and I hope you will too!

$PYPL $SQ $AAPL $GOOG $AMZN

If you want to dig deeper, here are a bunch of useful links:

🔥 MBI’s payments deep dives:

Shopify (there’s a big payment component)

Square (aka Block)

Adyen

PayPal

🔥 David Kim’s payments deep dives at Scuttleblurb:

Visa/Mastercard (part 1 of 3)

Payments series (covering: FISV, GPN, FIS, SQ, Stripe, Adyen, part 1 of 4)

Some thoughts on Fiserv / First Data (FISV)

Square & PayPal (part 1 of 2)

Square and PayPal: Comparing Business Models and Strategies

Also make sure to check out the two interviews I did with David (he’s great):

Interview #1 with David Kim a.k.a. Scuttleblurb

Interview #2 with David Kim a.k.a. Scuttleblurb (2022 Edition)

🎧 Jimmy Soni podcast interview on his PayPal book:

Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more

🎧 Previous podcast with MBI on Constellation Software:

Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)

🙌 A Word From Our Sponsor: YOU! 🫵

If you enjoy the podcasts and the newsletter and aren’t already a supporter, please consider joining.

It’s quick and inexpensive, and makes a big difference in making it possible for me to do this full-time and send you more goodies:

Liberty’s Highlights is reader-supported. To support my work, consider becoming a paid supporter. 🎩

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

🎧 Listen on Spotify

If you prefer to listen on Spotify, here’s the feed:

Liberty’s Highlights podcast feed on Spotify

🎧 Listen on Apple Podcasts

Here’s the podcast feed on Apple Podcasts:

Liberty’s Highlights podcast on Apple

📃 Full transcript

Full transcript of this podcast with MBI about payments

I really enjoyed this conversation about the payments space and I hope you will too!

$PYPL $SQ $AAPL $GOOG $AMZN

If you want to dig deeper, here are a bunch of useful links:

🔥 MBI’s payments deep dives:

Shopify (there’s a big payment component)

Square (aka Block)

Adyen

PayPal

🔥 David Kim’s payments deep dives at Scuttleblurb:

Visa/Mastercard (part 1 of 3)

Payments series (covering: FISV, GPN, FIS, SQ, Stripe, Adyen, part 1 of 4)

Some thoughts on Fiserv / First Data (FISV)

Square & PayPal (part 1 of 2)

Square and PayPal: Comparing Business Models and Strategies

Also make sure to check out the two interviews I did with David (he’s great):

Interview #1 with David Kim a.k.a. Scuttleblurb

Interview #2 with David Kim a.k.a. Scuttleblurb (2022 Edition)

🎧 Jimmy Soni podcast interview on his PayPal book:

Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more

🎧 Previous podcast with MBI on Constellation Software:

Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)

🙌 A Word From Our Sponsor: YOU! 🫵

If you enjoy the podcasts and the newsletter and aren’t already a supporter, please consider joining.

It’s quick and inexpensive, and makes a big difference in making it possible for me to do this full-time and send you more goodies:

Liberty’s Highlights is reader-supported. To support my work, consider becoming a paid supporter. 🎩

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

1 hr 11 min