Trade Ideas by DX2 Capital

Episode 08: Wirecard Fraud


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This our second weekly discussion, we discuss:

  • Wirecard fraud: accounting fraud brings down one of the fintech leaders in Germany
  • Regarding Howard Marks' investor letter and how tough it is to stay prudent in a bull market
  • Is SaaS heading towards a correction like last summer
  • Response to our listener regarding our prior GSX episode
  • Hope you enjoy

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    Trade Ideas by DX2 CapitalBy DX2 Capital