Coatue - Michael Gilroy, Co-Head of Growth Investing and Head of Fintech on the State of Fintech
Wharton FinTech Podcast
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Fintech Hot Takes
There were a lot of new companies started and funded over the last call at five to six years. I think there are very powerful synergies depending on the category to combine them, right? And then the second hot take is I think the sector outperforms here from here, right? People are labeling it the same way they did on the way up. They're doing it on the way down. It's fintech. We're going to sell it. But there are some very, very high quality businesses that I believe will be $100 billion market cap businesses that have been unfairly sold off here.
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