Okay, Computer 10/12/22: Fintech Dimons in the Rough: A Conversation with Chuckie Reddy of QED Investors
RiskReversal Pod
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Is There a Bottom in FinTech?
A lot of FinTech names are down 70 or 80 percent, and so where's the bottom? How low can they go? Because multiples will overshoot also. So I think we've generally put in the lows on FinTech, or at least we're pretty close to that. What we haven't done yet is separation between good and bad names. But that's something that just takes some time to fair it out.
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