$杰富瑞(JEF)$ 投资者日一坨💩…让人感觉到像贝尔斯登
注意金融机构流动性问题，不要对依靠外部资金的fintech有幻想
$Upstart(UPST)$ $Sezzle(SEZL)$
"JEF had its investor day today - and per feedback, some investors didn't feel comfortable with how risk to First Brands / Point Bonita was handled" - GS