Mar. 11 at 12:25 AM
$PYPL started a position here at 45, there is a higher likelyhood now that some consolidation in the fintech/payments space could lift valuations for this name.
I am looking at
$KLAR but nowhere near the lvl of confidence with paypal (but 13F look good).... this space (and regional/community banks) is ripe for consolidation.