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How to Invest in Fintech for 2025

With the new year, it’s time to reposition your portfolio for growth. For the past two years, Fintech has been dead. But now with the Trump Administration, two things will happen in 2025: 1) IPO activity will pick up, and 2) deregulation will make fintech very attractive.

To get started, here are a few recent posts I published this month:

• ​The State of Fintech: I wrote a short breakdown on the industry, some threats and opportunities.
• ​My Thoughts on the Nasdaq-100: The QQQ is the fifth most traded index in the world. Read this to learn about tech stocks, benchmarking and fund fees.
• ​The Investment Calculator: I made this chrome extension with Replit in ~8 hours. With only a few A.I. prompts, I was able to create the full application without writing code.
• ​My research writing process: If you are interested to learn about my writing post, this blog expands on my investment methodology.
• ​Capedge: This is my favorite stock portfolio tool and it's free. Capedge screens multiple websites, and even Reddit for stock ticker alerts.
• ​Invest like the Best with Ribbit Capital: Micky Malka is one of the best fintech investors in the world. Listen to this podcast if you want to hear his perspective.

Deep Dives on Seeking Alpha (paywall links)

Here are a few of my latest investment ideas focused on financial software:

• ​Moneylion (ML) is being acquired by Gen Digital, a major cybersecurity conglomerate. Find out
• ​FactSet (FDS) is the best financial data & research analytics platform.
• ​Robinhood (HOOD) has turned all of its past GameStop problems. Now the company is firing on all cylinders and developing many new products.
• ​Nasdaq (NDAQ) is best positioned for the upcoming tech boom. Their Adenza acquisition is going and the company is ahead of estimates.
• ​MSCI (MSCI) is the most profitable index fund business I’ve encountered. They are generating 40% net profit margins and compounding at high returns.
• ​Shift4 (FOUR) has a change of leadership coming up. Jared Isaacman will head NASA in February, so this will make for an interesting entry point.

On January 8, 2025, Seeking Alpha will be hosting Top 10 Stocks for 2025 online. One of their top Investing Group leaders will share his expert market insights. If you sign up for Premium with affiliate link, you will receive $30 off an annual membership and 7-day free trial.