Riskified: I Am Still Confident In The Growth Outlook

Group 1 - The previous investment thought on Riskified (NYSE: RSKD) was a buy rating due to the potential for long-term growth given the large addressable market [1] - The focus is on long-term investments while incorporating short-term shorts to uncover alpha opportunities [1] - The investment approach revolves around bottom-up analysis, examining the fundamental strengths and weaknesses of individual companies [1] Group 2 - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]