Alison Davis was formerly CEO of Barclays Global Investors. Matthew Le Merle former partner at McKinsey & Co. They run Fifth Era. They were early investors into Anchorage Digital.
Steve Venino, formerly from Point72. Strobe is a spin-off from BlockTower Capital.
$BLNE
1. Lower cost of funds, higher margins
2. You don’t bring in an ex-MD of PennyMac and founder of Countrywide Bank for “fun”, it’s time to scale.
3. From hibernation mode to growth mode
4. Levenson sees something in $BLNE
5. Don’t forget Frank Knuettel.
https://t.co/fHZAVDuYoj
AWM’s 1.87 million share position provides a "floor" of credibility. 6.6%. They are deep-value hunters; their presence suggests something.
https://t.co/s7yVObUsYM
Good to have a cornerstone shareholder.