- Managing Director, Senior Research Analyst
- (646) 448-3028
- GBologna@compasspointllc.com
| Symbol | Company | Industry |
|---|---|---|
| AFRM | Affirm Holdings Inc | Personal Lenders |
| ALLY | Ally Financial Inc | Specialty Finance |
| AGO | Assured Guaranty Ltd. | Financial Guaranty |
| BFH | Bread Financial Holdings, Inc. | Payment Technology |
| CHYM | Chime Financial Inc. | Payment Technology |
| ESNT | Essent Group, Ltd. | Specialty Finance |
| FTAI | Fortress Transportation and Infrastructure Investors LLC | Mortgage Finance |
| FIP | Ftai Infrastructure Inc | Special Situations |
| GHLD | Guild Holdings Company | Mortgage Finance |
| KLAR | Klarna Group PLC | Personal Lenders |
| LC | Lending Club Corp | Specialty Finance |
| MBI | MBIA Inc | Financial Guaranty |
| MTG | MGIC Investment Corporation | Specialty Finance |
| COOP | Mr. Cooper Group Inc. | Mortgage Finance |
| NAVI | Navient Corporation | Specialty Finance |
| NFE | New Fortress Energy Inc | Special Situations |
| NMIH | NMI Holdings, Inc. | Specialty Finance |
| OMF | OneMain Holdings Inc | Specialty Finance |
| RDN | Radian Group Inc. | Specialty Finance |
| RITM | Rithm Capital Corp | Residential Mortgage Reits |
| SLM | SLM Corporation | Specialty Finance |
| SOFI | SoFi Technologies Inc | Personal Lenders |
| SYF | Synchrony Financial | Payment Technology |
| UPST | Upstart Holdings Inc | Personal Lenders |
| TDY | USA TODAY Co., Inc. | Special Situations |