Macrae Sykes
Co-founder, CoinDesk
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$54.44
-3.7%
Bank of America has strong earnings growth (up 25% 16% vs 14% last year), is building confidence with its institutional securities and investment banking franchise, and offers good value.
Fintech
Long
Apr 15
$916.00
+14.0%
Prefers large, well-capitalized banks with diversified revenue bases due to the mega capital cycle in M&A and IPO issuance, which is driving peak earnings later this year and next year, benefiting investment banking-centric firms.
Fintech
Long
Apr 15
$313.23
-5.1%
Prefers large, well-capitalized banks with diversified revenue bases due to the mega capital cycle in M&A and IPO issuance, which is driving peak earnings later this year and next year, benefiting investment banking-centric firms.
Fintech
Long
Apr 15
$188.65
+11.8%
Prefers large, well-capitalized banks with diversified revenue bases due to the mega capital cycle in M&A and IPO issuance, which is driving peak earnings later this year and next year, benefiting investment banking-centric firms.
Fintech
Showing 4 of 4 picks ยท sorted by mentions
Choose a mentions count to open ticker posts.