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Figfluencer & Co Capital Management Partners LP Profile picture
Figfluencer & Co Capital Management Partners LP
@FIGfluencer
Buy-side top gun financials investor. Ex #10 ranked in II sell-sider. Probably won’t read your Substack.
Jul 22, 2021 • 5 tweets • 2 min read
1/ $V acquiring Currencycloud.

Currencycloud is an API allowing developers to embed cross-border payment services like FX transfer.

They solve complexity of cross-border payments having built a pipe that connects with banks, payment providers and FX liquidity providers etc 2/ Example use cases - Revolut use them as back end for their FX transfer business, instead of spending millions building their own infrastructure.

UK neobroker Freetrade uses them for FX conversion when UK traders are buying US stocks and utilize to earn FX spread.
Jul 18, 2021 • 23 tweets • 5 min read
1/ Following up on this, here is what I find useful from the sell-side and what I thought other buysiders valued when I was a SS analyst.

Primarily SS is there to save the buy-side time, act as source of information and provide corporate access.

Here’s some specific use cases: 2/ Models and data - I build my own models but still find SS models useful.

Many brokers have their models available for download on their portal.

When looking at a new name, I’ll look at SS models before committing time to building my own or just copy paste the historics. Image
Jul 10, 2021 • 20 tweets • 4 min read
1/ Sell-side analysts receive plenty of criticism from the buy-side and fintwit for being mostly garbage.

As a buy-side user of sell-side research and as an ex sell-side analyst, I wanted to opine on what gives the SS a bad reputation and provide insight into why. 2/ I’ll follow up at a later date with a post in support of the sell-side, discussing how I think the buy-side values the sell-side and why I think it isn’t going to be disrupted by newsletters (sorry fintwit substackers).
May 29, 2021 • 22 tweets • 5 min read
1/ I’ve noticed a good number of IRs recently being promoted to CFO at large public companies.

Toward the end of my time on the sell-side I was nearly appointed Head of IR at a large global financial institution. I didn’t take it in the end as I wanted to move to the buy-side. 2/ It does make me wonder if I stuck it out that maybe I could be on the path to become CFO. In reality though, I would be a terrible Head of IR.

But having been on the sell-side and now buy-side, I have lots of ideas to improve IR if I were to make the move...
May 27, 2021 • 17 tweets • 4 min read
1/ If the Robinhood S-1 is going to hit this week per the press speculation, then I’ll put this out before the inevitable substack S-1 copy pastes and shadow IR write ups.

From the perspective of a financials specialist, this is what I think key issues will be. 2/ Robinhood IPO’ing at the peak of retail trading activity.

Two examples below of Schwab and Tradestation activity shows how elevated activity is.