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0/ On the $FISV earnings call mgmt highlighted the strength of Clover (their SMB platform) & Carat (their enterprise omni-channel commerce solution). Most impressively they achieved their 35th consecutive year
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3/ The Fed in 6 weeks bought more Treasuries than they did in 10 years under Bernanke & Yellen. Corporate borrowing which usually goes down in a recession and had
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0/ In a recent Talk w/ GS Druckenmiller discussed the current environment & said "this is the wildest cocktail I've ever seen in trying to figure out a roadmap. The recession we
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0/ $PYPL CEO "A digital-first world is no longer our future. It's our current reality & it will forever change the way we interact across almost all elements of our
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0/ The FT published some excerpts from Seth Klarman’s latest investment letter “With so much stimulus being deployed, trying to figure out if the economy is in recession is like
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0/ We've highlighted FinTech infrastructure co's like BR, FIS, JKHY, MA, V, ICE, NDAQ, etc. as companies w/ a variety of moats that have led to dominant mkt share &
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0/ With $BTC trading at $18.8K a "close" today above $18K would be the 4th time that's ever happened & the first since 12/19/17 (the 3 days were 12/12-12/19/17). 1/
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0/ @Affirm filed their S1 after the close today. They highlight 6.2M+ customers, 17.2M transactions, 6,500+ merchants, $10.7B GMV since FY17, 100%+ dollar-based merchant retention rate, 64% repeat customers &
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0/ As $BTC finished October +28.2% and +92.6% YTD we took a look at some of the key positioning / historical performance data. 1/ $BTC's "theoretical cost basis" is now
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0/ We published our latest piece on SPAC's given the interest post the $4.0bn offering done by @BillAckman $PSTH/U yesterday. We provide some high level details on structural considerations /
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