Calls
3
Sridhar Natarajan
Bloomberg Chief Wall Street Correspondent
Win Rate
0.0%
return
-6.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 25
$13.35
-2.2%
Thoma Bravo's Proofpoint debt concessions show the balance of power in software lending has shifted from borrowers to lenders: with SaaS/software viewed as AI-vulnerable, lenders can demand higher refinancing rates, tighter future borrowing limits, regular check-ins and other creditor-friendly terms, while sponsors like Thoma Bravo cannot walk away because they need to keep refinancing a large software portfolio.
Thematic ETFs
Long
Jul 14
$1139.49
-9.7%
Capital markets trading desks are experiencing a historic boom with record revenues, fueled by volatility from geopolitical tensions, AI fervor, and market moves. The stocks most tethered to these markets — Goldman Sachs and Morgan Stanley — have surged and are continuing to outperform, setting high bars for future quarters.
Capital Markets
Long
Jul 14
$229.55
-6.5%
Capital markets trading desks are experiencing a historic boom with record revenues, fueled by volatility from geopolitical tensions, AI fervor, and market moves. The stocks most tethered to these markets — Goldman Sachs and Morgan Stanley — have surged and are continuing to outperform, setting high bars for future quarters.
Capital Markets
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Sridhar Natarajan has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: GS, MS, BIZD.
