Upgrade – A New Challenger Bank Built for Lending
Upgrade is clearly ahead of the pack after its third year of existence and has been growing revenues at a rapid pace, much faster than Salesforce, Netflix, eBay, Airbnb, Spotify, Revolut or Uber, to name a few. Continuing margin expansion combined with fast revenue growth (4x compared to the prior year’s quarter), plus a world-class investor base, will likely make the unicorn and “decacorn” (>10B valuation) soon.
Jun 25, 2020
Late-Stage Ventures & Neobanking
There is a maturing happening in the neo-bank market for those startups that are in their second and third round of funding. They’re moving from a growth model to a profitability model. As the report notes, some of those features that are most attractive to consumers, such as no fees, are making profitability a little harder for these companies.
Jun 22, 2020
Volatility & Tail-Hedge – Update after COVID-19
After a historic 10-year bull run, the world and global markets were suddenly forced to deal with a worldwide pandemic that is known to all of us as COVID-19. Globally, the macro picture was looking decently good, as company earnings growth appeared healthy, and equity market valuations remained attractive, particularly relative to cash and fixed income.
May 25, 2020
Investment Opportunity: The Air Mobility Revolution
For years, we’ve been hearing about the air mobility revolution. The revolution is based in autonomous and commercial drones. With advancing technologies and revolutionary ideas, the air mobility revolution represents a profound investment opportunity. As new applications are discovered and flight systems are designed, the world will change.
May 06, 2020
Private Debt as an Attractive Asset Class
Low bond yields and negative interest rates put pressure on investors. It is no longer even a question of earning something, but rather of not losing any money. What could be more natural than to invest in Swiss SMEs via private debt as an alternative and thus keep an attractive addition to the portfolio from a risk/return perspective?
Apr 24, 2020
40% YTD Outperformance – How to Profit From Short-Term Equity Momentum
With this approach, we are well prepared and positioned to deal with the current fear-driven, wild price swings in this exceptional market environment, as outlined by the massive outperformance of more than 30% YTD.
Apr 06, 2020
Neo-Banking the New Frontier and Pre-IPO Investing
The old brick-and-mortar bank building is beginning to fade. In the “app age,” customers want convenience and they want things to be different from the way they used to be. Neo-banking is the answer. This subset of financial technology (fintech) is changing our relationship with money and how the world does banking.
Apr 03, 2020
Stableton Home Office Guide
Regardless of who we are or where we live, the coronavirus pandemic is impacting every aspect of our individual and professional lives. Our primary duty now is to be safe, to avoid spreading COVID-19, and to care for those around you who need help.
Mar 18, 2020
What a University Can Teach Us About Boosting Returns and Protecting Our Money
The Yale-Investment Model is widely known for its risk adjusted outperformance. As this strategy is adopted by investment managers around the globe, the time has come for you to hop on the train as well.
Feb 10, 2020
What Will Happen When the Music Stops Playing?
The last two decades have brought the dotcom bubble, the global financial crisis, the European debt crisis, and flash crashes to name a few which resulted in losses of more than 50% of capital for several asset classes.
May 28, 2019
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