Weekend listen

The full replay of our SumZero-hosted webinar is now live. Watch our PMs dive into macro conditions, BTC/ETH dynamics, stablecoins, and institutional strategy in crypto. 🎥 Watch here: youtu.be/yMCFp-T1aqk?fe… #webinar #crypto #sumzero #stablecoins #altcoins

Interesting $LMB interview with SumZero

In late July during our interview w/ Spruce Point Capital, they called out $LMB for aggressive accounting, weak disclosure, & risky growth promises. Despite beating profit estimates, Q2 revenue missed, cash flow plunged, and the stock cratered 20%+ post-earnings. Discussion 👇

A huge Q2 at SumZero. Our buyside community shared 150+ fresh investment ideas (not counting thesis updates still with upside), hosted legendary speakers & delivered multiple discussions across public equities, crypto, and more. 👇Dive into the alpha, insights & interviews: