| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| UBS | ×1 | LONG | HIGH | $44.32 | Fintech | UBS delivered a strong Q1 profit beat with investment banking revenue up 30%, wealth management inflows better than expected, and capital level at 14.7%. The bank accelerated its buyback program to complete the $3 billion by Q2 results and signaled more buybacks ahead due to integration progress and strong financial performance. | Apr 29 | YOUTUBE |