Strategy

#98 - Beyond Oil: The New Saudi Fintech Playbook

How a Coordinated National Strategy is Forging a Fintech Powerhouse and the lessons for Africa

Sep 22 •

#97 - A Year of Big Ideas

Looking back at one year of writing Frontier Fintech and the big ideas that emerged.

Sep 15 •

We're Removing The Paywall

What one year of publishing Frontier Fintech has shown us from a commercial perspective and why we're excited about the clarity we're getting.

Sep 8 •

#95 - Africa's Decacorn Contenders

Moving past hype, we analyze the revenues, moats, and models of 8 fintech leaders to predict who is most likely to achieve a $10 billion valuation.

Aug 25 •

#94 - Hidden Fintechs and Playbooks for Embedded Finance (Free to Read)

An analysis of how traditional companies are building powerful financial services in plain sight with a case study of Grupo Falabella

Aug 11 •

#93 - Ecosystem Debt or Generative Platforms? A Case for Digital Public Infrastructure

A Strategic Playbook for Building Africa's Digital Public Infrastructure and unlocking the next wave of innovation

Aug 4 •

#92 - From Omaha to Lagos: A Munger Playbook for African Fintech

Essential Lessons from Charlie Munger's Mental Models for African Fintech and how to be smarter investors and operators.

Jul 28 •

#91 - The M-Kopa vs. Lipa Later Paradox (Free to Read)

Decoding African Lending with the Type A (Asset-Financing) vs. Type B (Consumption) Framework

Jul 21 •

#89 - Mercado Pago and Embedded Finance: Charting the Next Era of Digital Lending

What Latin America’s market leader reveals about Africa’s path to sustainable digital credit.

Jul 7 •

#83 - It's a Family Affair - Generational Wealth Meets Fintech

Positioning African family capital as a structural enabler of fintech growth, why it matters, playbooks and global case studies.

May 19 •

#80 - How to Select a Fintech Market in Africa Part 2 - Rest of Africa

Looking beyond the Big 4 Markets of Nigeria, Egypt, Kenya and SA, how should investors and operators think about the Rest of Africa?

Apr 28 •

#74 - Is it a Heist or Systemic Default: The Kenyan SACCO Crisis

Why mismanagement is baked into the Kenyan Sacco Industry, Why it's struggling in the 21st century and what the future looks like with Fintech in the…

Mar 17 •

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