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Rising Beta

Plus: Beal Bank, Sculptor

Marc Rubinstein
Aug 25, 2023
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A guest post this week from two investors who, like me, have spent their careers looking at banks and financial services companies. Allen Puwalski and Robert Lacoursiere worked together at Paulson & Co., the firm famous for “The Greatest Trade Ever”. They recently reunited to found Cybiont Capital, where they apply a systematic approach to bank research…

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