| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| PRIV | ×1 | LONG | HIGH | $25.43 | Fintech | The PRIV ETF is a novel public/private credit fund that disrupts the core plus category by replacing public high-yield exposure with private investment-grade credit, which offers better risk-adjusted returns (higher return, lower volatility) due to its senior secured nature, a thesis validated by its performance and interest from sophisticated institutional investors. | Apr 20 | YOUTUBE |