
Coatue - Michael Gilroy, Co-Head of Growth Investing and Head of Fintech on the State of Fintech
Wharton FinTech Podcast
00:00
FinTech - What Makes a Great FinTech Investment?
FinTech valuations have fallen a little bit from since the highs of the bull market. And I think there's been a lot of introspection regarding, you know, good FinTech investment. What I feel very strongly is that FinTech is very, very nuanced. We looked at enterprise software, industrials, consumer and FinTech. These are businesses with very high net dollar retention, high gross profit,. strong, unique economics in Tams that are still barely penetrated.
Transcript
Play full episode