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Parsa Kiai
Managing Partner (founder and CIO) at Steamboat Capital with direct experience investing in and following CompoSecure; provides domain expertise on payments, premium metal cards, and the company's strategy.
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Oct 24, 2025
• 56min
CompoSecure: Heavy Metal - [Business Breakdowns, EP.232]
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In this engaging discussion, Parsa Kiai, Managing Partner at Steamboat Capital and expert in the premium metal card industry, shares insights on CompoSecure's rise and dominance. He delves into the shift brought by Dave Cote's leadership, the lucrative appeal of premium metal cards for banks, and the market's growth potential. Parsa discusses the challenges posed by mobile wallets, competitive pressures, and strategic M&A opportunities as CompoSecure aims to enhance its offerings and profitability. A must-listen for insights on a niche yet booming sector!
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