European Banks Are On Fire [CHART]

Reuters’ Scotty Barber just posted this fantastic chart showing how low bank PEs are relative to the rest. Lots potential for them to rise, just if things don’t totally collapse.

via: @scottybarber - Twitter

 

Worm Capital July 2020 Performance Update: Up 152% YTD

Worm Capital performance update for the month ended July 31, 2020. Q2 2020 hedge fund letters, conferences and more Long/Short Equity Growth Strategy Net Performance Long-Only Equity Growth Strategy Net Performance