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2
Ideas · 30d
2
Episodes
4.0
Avg depth
2
Ideas · all time
The conversation · most recent first
4 JULFINTECH INSIDER PODCAST BY 11:FS · 05:10
Revolut IPO could re-rate incumbent banks
"A successful, highly-valued Revolut IPO could restore investor confidence in the banking sector, potentially re-rating suppressed traditional bank valuations."
Substantive discussion · 3/5
4 JULVALUE INVESTING WITH LEGENDS · 04:45
European banks benefit from consolidation and rates
"The guest argued that European banks, specifically Bank of Ireland, have transitioned from depressed valuations to high-return businesses due to interest rate normalization and market consolidation."
Core thesis · 5/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION