The Insight Notes
Notes from the intersection of business strategy, consumer insights and competitor intelligence in digital markets.
- Indexed issues, last 90 days
- 4
- Latest publication
- Aug 10, 2026
- Audience
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- Earliest in this view
- Jul 6, 2026
Latest issues
The Inflection Playbook: Robinhood's Transition to Becoming a Financial Superapp (opens the original)
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<img alt="a laptop computer sitting on top of a table" class="sizing-normal" height="2400" src="https://images.unsplash.com/photo-1642142785744-261a5f663d12?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHwzfH
The Inflection Playbook: The Rise and Rise of Revolut (opens the original)
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<img alt="A cell phone sitting on top of a wooden table" class="sizing-normal" height="4160" src="https://images.unsplash.com/photo-1729860646429-094d808849ab?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHwxfHx
The Inflection Playbook: eToro's Bet on AI and Identity (opens the original)
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Happy Monday and welcome to my new biweekly case study series. The Inflection Playbook is a case study series on companies (Particularly FinTech and Startups) at a turning point, to uncover the real story behind indicators like earnings, filings, product launches, customer sentiment, and market behavior, and turn them into a full, clear strategic read from different perspectives.Thanks for reading The Insight Notes! Subscribe for free to receive new posts and support my work.<
My Path from Medicine to Financial Markets: Myanmar, Life, COVID, Politics, and Everything in Between (opens the original)
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A few weeks ago, I was talking to someone recruiting for a Research Analyst role at a crypto exchange in Dubai. Unfortunately, it was a Chinese-speaking position, and I can’t speak Chinese beyond some greetings and a few words I probably should not have learned. Still, we’re both from Myanmar, so it was natural for us to connect.We kept talking, and then something really shocked both of us.We were both medical students. Another surprise.We were in the same batch, just different branches.Okay, ho
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