HomeTechTechnologyEllison: Financials a ‘Safe Harbor’ for Investors, Fintech Picks COIN, XYZ, PYPL

Ellison: Financials a ‘Safe Harbor’ for Investors, Fintech Picks COIN, XYZ, PYPL

David Ellison focuses on finance and fintech, arguing that the field is undergoing a period of rapid change. He thinks there are a lot of worries in the industry right now, post-Jamie Dimon’s “cockroach” comments. However, he also thinks that it’s a “safe place to be” and the valuations are “not that crazy” relative to other areas. His fintech picks include Coinbase (COIN), Block (XYZ), and PayPal (PYPL).

The Watch List

30 Oct 2025

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