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Corporate Finance

The Banker’s toolkit n. 3.2 – Solving the intricacies of the payments industry

Download PDF The world in the 21st century is increasingly growing more independent from cash transactions thanks to an incredibly dynamic payment industry, marked in recent years by rapid developments. The 1950s marked the invention and of the first credit card in the United States, in part fueled by war-recovery Read more…

By BSIC, 5 years3 April 2022 ago
Corporate Finance

The Banker’s Toolkit n.3 – How to value a Fintech company

Download PDF Introduction about Fintech In the years following the financial crisis of 2008, regulators have focused their attention on making the financial system a much safe a place as possible, in particular adopting new regulations for traditional financial institutions. Meanwhile, in places like Sillicon Valley, London, and in parts Read more…

By BSIC, 5 years27 March 2022 ago
Corporate Finance

PayPal to acquire Paidy, becoming the new dominant player in the BNPL market

Download PDF PayPal (NASDAQ:PYPL) Market Cap as of 17th September 2021 – $324.7bn Paidy – privately owned Introduction  On September 8th PayPal Holdings Inc. announced its intention to acquire Japanese Buy-Now-Pay-Later (BNPL) company Paidy Inc. for $2.7bn in a largely cash deal. This deal, expected to close in the fourth Read more…

By BSIC, 5 years19 September 2021 ago
Corporate Finance Old Articles

PayPal planning its Honey-moon

PayPal Holdings Inc. [PYPL: NASDAQ] – Market Cap as of 30/11/2019 USD 126.82bn Honey Science Corporation – Privately Held Introduction On November 20th, 2019 PayPal announced the $4bn acquisition of deal-finding company Honey, which is expected to complete in Q1 2020. The deal will provide PayPal with an additional source Read more…

By BSIC, 7 years1 December 2019 ago
Corporate Finance Equity Deals Old Articles

Bitcoin or Bust, Goldman Sachs backs payment startup: Circle

Bitcoin Imagine you could send your money from one part of the world to another in a matter of minutes and without paying outrageous fees to the banks. Bitcoin is an innovative way to do this. It was invented by Satoshi Nakamoto in 2008 and published as open-source software. Bitcoin Read more…

By BSIC, 11 years2 May 2015 ago
Corporate Finance M&A Deals Old Articles

Samsung enters the race for mobile payments with LoopPay

Samsung Electronics Co. Ltd.; market cap (as of 20/02/2015): $184.12bn Sector leadership and the acquisition The push to eradicate bulky wallets stuffed with cards seems to be picking up some steam. Samsung’s recent acquisition of mobile wallet startup LoopPay is seen as a strong sign of intensifying competition in the Read more…

By BSIC, 12 years21 February 2015 ago
Corporate Finance M&A Deals Old Articles

PayPal finally “cuts the cord”: Icahn’s dream comes true

eBay Inc, Market Cap (as of 03/10/2014): $67.46bn On September 30, John Danahoe, president and CEO of eBay, revealed the intention to spin-off its payments arm PayPal into a publicly traded company by the end of the next year. The CEO pointed out that, although both companies are already two Read more…

By BSIC, 12 years4 October 2014 ago

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From Norway’s currency interventions and the art o From Norway’s currency interventions and the art of optimal trade execution to KKR’s landmark Alliance Boots buyout, China’s AI infrastructure bottlenecks and the future of pharmaceutical dealmaking - this week’s BSIC Weekly explores the forces reshaping global markets and corporate finance.

Discover our latest insights and read the full articles at bsic.it (link in bio).

#BSIC #Bocconi #Finance #Markets #CorporateFinance #Investing
This week, our General Discussion explored the mat This week, our General Discussion explored the mathematics of bet sizing, focusing on the Kelly Criterion and its implications for investment decisions. From the difference between expected wealth and compounded growth to the dangers of excessive leverage, we examined why theoretically optimal strategies can still lead to substantial losses. Through simulations, historical US equity market data and the Grossman-Zhou framework, we discussed how fractional Kelly and dynamic position sizing can help investors balance growth with capital preservation.

Swipe through the carousel to explore the key formulas, graphs and empirical findings discussed during our latest GD.

Read the full article, Bet Sizing: From the Kelly Criterion to Drawdown Control, on bsic.it (link in bio).

#BSIC #Bocconi #Finance #Markets #Kelly
One of BSIC’s distinctive activities, General Disc One of BSIC’s distinctive activities, General Discussions (GDs) bring our research to life. During our weekly meetings, members present and explain the articles they have written, creating an opportunity for the entire club to ask questions, challenge assumptions, exchange perspectives and deepen their understanding of financial markets.

This week, we explored the High-Bandwidth Memory (HBM) industry, a critical component of the AI revolution. As demand for AI computing accelerates, memory manufacturers are experiencing unprecedented growth and supply constraints. But could today’s shortages become tomorrow’s oversupply? Our discussion examined the evolving balance between memory capacity and bandwidth, the implications of changing AI workloads, and the potential consequences for industry leaders such as SK hynix.

Swipe through the carousel to discover the key insights, graphs and investment scenarios discussed during our latest GD.

Read the full article, Understanding the HBM Industry, on bsic.it (link in bio)

#BSIC #Articles #Bocconi #CorporateFinance #HBM
From the future of US Treasuries and AI-driven tra From the future of US Treasuries and AI-driven trading strategies to UBS’s battle with Swiss regulators, Nike’s struggles and Germany’s shift from cars to defence - this week’s BSIC Weekly explores the forces reshaping global markets and corporate finance.

Read the full articles on our website.

#BSIC #Bocconi #Finance #Markets #CorporateFinance #Investing #Articles
A record recruitment season for BSIC. We are prou A record recruitment season for BSIC.

We are proud to welcome an exceptional group of new members to BSIC and look forward to seeing their contributions to the Club in the semesters ahead.

Thank you to everyone who applied and took part in our recruitment process, and congratulations to all our new joiners!

#BSIC #Bocconi #BocconiUniversity #Finance #InvestmentClub #Recruitment
From bet sizing and optimal hedging to the infrast From bet sizing and optimal hedging to the infrastructure and financing behind the AI boom - this week’s BSIC Weekly explores the forces reshaping markets and corporate finance, from HBM and hyperscaler capex to private equity’s growing use of insurance capital.

Read the full articles on our website.

#BSIC #Bocconi #Finance #Markets #CorporateFinance #Investing #Articles
From Mexico’s yield curve and AI-driven trading mo From Mexico’s yield curve and AI-driven trading models to sponsor reputation, rising yields and Europe’s race for powered land - this week’s BSIC Weekly is out.

Read the full articles on our website.

#BSIC #Bocconi #Finance #Markets #CorporateFinance #Investing #Articles
Last call! BSIC applications close TODAY! If you’ Last call! BSIC applications close TODAY!

If you’ve been thinking about joining us, this is your final chance. Submit your application by 11:59 AM and take the first step towards becoming part of BSIC.

Applications close at 12:00 PM.

#BSIC #Bocconi #Recruitment #Finance #StudentAssociation
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