Robin Vince

CEO, Barclays
· tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
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30d 0
90d 0
Best Calls
BK long +17.7%
Worst Calls
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Most Mentioned
BK ×1
Recent Calls
BK long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +17.7% Long Return +17.7% Short Return -
Average Return
7d -3.7%
30d +1.3%
90d —
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Thesis
Theme
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BK Bank of ... Bank of New York Me...
Long
Mar 02
$119.47
+17.7%
BNY is spending 19% of its revenue on technology (highest among peers). They have reduced client onboarding times from "days" to "10 minutes" using AI and have 140 "digital employees" (AI agents). BNY is transitioning from a "boring" custody bank to a tech-forward platform. The high tech spend is now converting into operational leverage (doing more with flat headcount). This efficiency should drive margin expansion. Long BNY (Ticker: BK). High capex spend without immediate ROI visibility; general financial sector weakness if rates stay too high.
BNY is spending 19% of its revenue on technology (highest among peers). They have reduced client onboarding times from "days" to "10 minutes" using AI and have 140 "digital employees" (AI agents). BNY is transitioning from a "boring" custody bank to a tech-forward platform. The high tech spend is now converting into operational leverage (doing more with flat headcount). This efficiency should drive margin expansion. Long BNY (Ticker: BK). High capex spend without immediate ROI visibility; general financial sector weakness if rates stay too high.
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