#582
Alpha Score 22.7
Stephen Biggar
Senior Vice President, Moody's
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$115.00
+8.1%
Private credit concerns are overblown; bank exposure is limited and senior lending positions are strong. The recent weakness in names like Apollo, KKR, and Blackstone presents a buying opportunity as the fundamentals are better than the headlines suggest.
Fintech
Long
Apr 15
$126.25
-13.9%
Private credit concerns are overblown; bank exposure is limited and senior lending positions are strong. The recent weakness in names like Apollo, KKR, and Blackstone presents a buying opportunity as the fundamentals are better than the headlines suggest.
Fintech
Long
Apr 15
$103.85
-14.3%
Private credit concerns are overblown; bank exposure is limited and senior lending positions are strong. The recent weakness in names like Apollo, KKR, and Blackstone presents a buying opportunity as the fundamentals are better than the headlines suggest.
Fintech
Long
Apr 15
$183.39
+15.1%
Morgan Stanley tends to do quite well in trading and investment banking, benefiting from high market volatility and a surge in M&A and IPO activity. The capital markets have shown their ability to shine in this environment.
Fintech
Long
Apr 15
$81.85
-3.9%
Wells Fargo, now that the asset cap has been lifted, plans to grow investment banking market share over the next 3 to 5 years by engaging corporates with financing and growing its balance sheet, moving from an underdog position.
Fintech
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