Research by George Whitridge

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    Bank Revenue from Credit Cards Could Be Cut in Half in The Next 10 Years

    by | Digital
    Mentioned Companies: AAPL, LC, SQ

    ARK believes the lending industry is undergoing a profound shift. Companies that have digital access to consumers as well as to proprietary data sources, and extend credit without leveraging their own balance sheets, are likely to enjoy significant competitive advantages over traditional lenders. Companies like LendingClub and Square are leading the shift to a digitized […]