In this deep dive, we break down the global payments industry from the ground up, moving past the surface-level metrics to examine the hidden framework that powers every digital and physical transaction. We explore why payments are a battleground of intense competition, structural moats, and evolving technology, helping investors separate true compounding businesses from value traps.

  • Chapter 1: The Four Party Model 
  • Chapter 2: Point of Sale 
  • Chapter 3: Digital Wallets 
  • Chapter 4: Payment Service Providers 
  • Chapter 5: Issuing and Acquiring Banks 
  • Chapter 6: Card Networks 
  • Chapter 7: Crypto and Stable Coins 
  • Chapter 8: Where the Growth Actually Is 
  • Chapter 9: Five Companies

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Disclaimer:
This podcast is for informational and educational purposes only and should not be considered financial advice. We may own shares in companies discussed. Always do your own research. 

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