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LONGNVDA reports monster Q2 earnings
RESEARCH@steveassociateLevel 63dFT Partners says a FinTech liquidity supercycle is coming, with the top 100 private firms worth 1.9 trillion dollars. The market misses that scaled FinTechs are now major acquirers, creating a new, self-fueling M&A flywheel.
LONGFigure Q2 Growth Confirms Momentum
LONGRH Executive Promotions Signal Shift
LONGHarley-Davidson Raises Profit Guidance
RESEARCH@alexabinnsassociateLevel 66dThe people who actually fund VCs, called LPs, are shifting focus from pure tech to durable consumer brands. Most investors watch VCs, but the real alpha is tracking where LPs allocate capital before deals even happen.
LONGNVDA reports monster Q2 earnings
RESEARCH@steveassociateLevel 63dFT Partners says a FinTech liquidity supercycle is coming, with the top 100 private firms worth 1.9 trillion dollars. The market misses that scaled FinTechs are now major acquirers, creating a new, self-fueling M&A flywheel.
LONGFigure Q2 Growth Confirms Momentum
LONGRH Executive Promotions Signal Shift
LONGHarley-Davidson Raises Profit Guidance
RESEARCH@alexabinnsassociateLevel 66dThe people who actually fund VCs, called LPs, are shifting focus from pure tech to durable consumer brands. Most investors watch VCs, but the real alpha is tracking where LPs allocate capital before deals even happen.
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