Pagaya Technologies After The Reset: Growth Still Works, Price Finally Does Too

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends to identify high-growth investment opportunities [1] Group 1: Company Analysis - The company has a strong focus on corporate earnings and financial statement analysis, aiming to provide actionable investment ideas [1] - The investment approach combines rigorous risk management with a long-term perspective on value creation [1] Group 2: Industry Trends - There is a particular interest in macroeconomic trends that influence market dynamics and investment opportunities [1] - The article highlights the significance of stress testing and model validation in understanding market risks and opportunities [1]