Rob Riley

Here for fintech and general stock market banter. Thoughts are strictly my own.

[Rob Riley @robriles]

@camworboys @CashApp How many were in stock?

[Rob Riley @robriles]

@FundamentEdge I agree with this, Brett. Good post. With AI tools in the state today (slop, as you refered) and with the point of the interview to see how you yourself thinks, much better chance they'd see through this than appreciate it.

[Rob Riley @robriles]

@chapello @sytaylor Isn't the instant payout fee a decent profit center for the gig platforms themselves? The actual payment rails to payout domestic real-time are way less than what the platforms charge the gig workers. Would they also put a similar toll on the stablecoin payouts?

[Rob Riley @robriles]

@tangentstyle #1 seems like it'd be true. #2 seems tough. Dentists? https://t.co/wynU3OpRVU.

[Rob Riley @robriles]

@zacktanzx It seems like these merchants all have the PayPal branded checkout, not Fastlane, right?

[Rob Riley @robriles]

@LeslieOA @AlgoCloudz @AlgoFamily @jerallaire @Algorand @PeraAlgoWallet Was this in documentation somewhere or did you hear this from Apple?

[Rob Riley @robriles]

@regulatorynerd @jevgenijs Yeah, if you looks at most card data from 2017-2019, the March data is usually 20-40 bps lower than Dec. Best assumption on why is people revolving after holiday season spending and then repay with their tax refunds.

[Rob Riley @robriles]

@linasbeliunas While I have a ton of respect for him too, didn't the company just sell for a lower valuation than it had in public markets on the date it was announced that he was an "investor"?

[Rob Riley @robriles]

@ComebackCap @WaterworldCapi1 @tangentstyle Yeah, just one country. And near impossible to replicate abroad. They have 13.5M MAUs of the 20M population already. Continued cross sell within the is the only way to grow, but that could be enough given where the stock trades.

[Rob Riley @robriles]

@RSerna2010 Congrats to the Finix team!

[Rob Riley @robriles]

@carsonturner_ @jevgenijs @FTPartners Thanks for the kind words, Carson.

[Rob Riley @robriles]

@mikulaja Add EBITDA to the list of irrelevant.

[Rob Riley @robriles]

@sophgoldb @cheaperpayments "Launched out of a garage in 2023..."

[Rob Riley @robriles]

@zachpettet "And going forward, this acquiring bank will be selling these services to competing banks?"

[Rob Riley @robriles]

@noyesclt Google Search, Adobe Photoshop. (Although not 25 years ago for either)

[Rob Riley @robriles]

@AlexSelbyB 3:59:08 in my only marathon (NYC 2011). This was the only motivation in the last 3 miles.

[Rob Riley @robriles]

@RonickSanon @BickerinBrattle

[Rob Riley @robriles]

@tangentstyle A chart for something that wasn't able to go too positive (becauee periodic payments wefe made to treasury to bring back to 0), but can go very negative. https://t.co/W3WdjJ3wmt

[Rob Riley @robriles]

@tangentstyle I can't wait for the Tom Brady card. 5% cash back on plant based diet subscriptions.

[Rob Riley @robriles]

@RiskReversal @dmoses34 @VD718 @Seawolfcap @OnTheTapePod @CMEGroup @iconnections_io @FactSet @SoFi Dan pulling out the deleted scenes! Nice!