| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| PSP | ×1 | LONG | MED | $62.48 | Fintech | The private equity secondary market is booming and has gone mainstream as institutional investors use it for portfolio management and liquidity, with recent vintages pricing well and average discounts around 10-12%. | Apr 20 | YOUTUBE |