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Mogo Becomes Exclusive Canadian Partner of Top-Ranked Wall Street Investment Strategist Tom Lee & Fundstrat to Bring Their Equity Market Research to Mogo's Digital Wealth Customers

Mogo Becomes Exclusive Canadian Partner of Top-Ranked Wall Street Investment Strategist Tom Lee & Fundstrat to Bring Their Equity Market Research to Mogo's Digital Wealth Customers

Mogo成为加拿大独家合作伙伴,与排名靠前的华尔街投资策略师Tom Lee和Fundstrat合作,将他们的股票市场研究带给Mogo的数字财富客户。
Mogo Inc ·  07/23 00:00
  • Includes exclusive access to equity research, webinars, interviews and appearances with top Wall Street strategist Tom Lee, Founder of Fundstrat and contributing editor at CNBC
  • Ties to Mogo's objective to give its wealth customers an investing edge to outperform and better achieve their financial goals
  • 包括对华尔街顶级策略师汤姆·李、Fundstrat创始人兼CNBC特约编辑的独家股票研究、网络研讨会、访谈和露面
  • 与Mogo的目标有关,即为其财富客户提供投资优势,使其表现跑赢大盘,更好地实现他们的财务目标

VANCOUVER, British Columbia, July 23, 2024 – Mogo Inc. (NASDAQ:MOGO) (TSX:MOGO) ("Mogo" or the "Company"), a digital wealth and payments business, today announced a new partnership with Thomas Lee and FS Insight LLC ("FSI") to provide members of the Company's digital wealth platform, Mogo and Moka, with exclusive access to research and related products and services produced by FSI – a market-leading, independent research firm within Fundstrat Global Advisors ("Fundstrat"). Fundstrat/FSI was co-founded by Mr. Lee who is a top-ranked Wall Street analyst with more than 30 years of research experience, the former Chief Equity Strategist at global investment bank JPMorgan, and a contributing editor with CNBC; and John Bai, former Wall Street sales executive. FSI provides individuals with the same quality of research that banks and hedge funds receive to make their investment decisions.

不列颠哥伦比亚省温哥华,2024年7月23日——数字财富和支付企业Mogo Inc.(纳斯达克股票代码:MOGO)(多伦多证券交易所股票代码:MOGO)(“Mogo” 或 “公司”)今天宣布与托马斯·李和FS Insight LLC(“FSI”)建立新的合作伙伴关系,为公司数字财富平台Mogo和Moka的成员提供独家访问由FSI提供的研究和相关产品与服务 SI — Fundstrat Global Advisors(“Fundstrat”)旗下的一家市场领先的独立研究公司。FundStrat/FSI由拥有30多年研究经验的华尔街顶级分析师、前全球投资银行摩根大通首席股票策略师、CNBC特约编辑李先生和前华尔街销售主管约翰·白共同创立。FSI为个人提供的研究质量与银行和对冲基金在做出投资决策时获得的研究质量相同。

"We are excited to partner with Tom and Fundstrat to provide our wealth members with exclusive content to help them make more informed investment decisions. Tom Lee has proven himself to be one of the most insightful market strategists working on Wall Street today," said David Feller, CEO of Mogo. "We are on a mission to give the next generation of investors the edge they need to be successful, and partnering with Fundstrat is another important milestone in this mission."

“我们很高兴与Tom和Fundstrat合作,为我们的财富成员提供独家内容,帮助他们做出更明智的投资决策。汤姆·李已经证明自己是当今在华尔街工作的最有见地的市场策略师之一。” Mogo首席执行官戴维·费勒说。“我们的使命是为下一代投资者提供成功所需的优势,与Fundstrat合作是这一使命的另一个重要里程碑。”

"As a Wall Street strategist, I come across many different investing platforms and solutions, and I believe Mogo and Moka are among the most innovative I've seen, and exactly what any savvy investor should be looking for," said Thomas Lee, Co-Founder and Head of Research at Fundstrat. "We're delighted to work with Mogo to make our content more widely available to retail clients in Canada."

Fundstrat联合创始人兼研究主管托马斯·李表示:“作为华尔街策略师,我遇到了许多不同的投资平台和解决方案,我相信Mogo和Moka是我见过的最具创新性的平台和解决方案,也正是任何精明的投资者都应该寻找的东西。”“我们很高兴与Mogo合作,向加拿大的零售客户更广泛地提供我们的内容。”

Under the agreement, Mogo will be the exclusive distributor of FSI's research to Canada's retail investor market. In addition to a broad array of subscription-based research, Mogo and Moka users will have access to exclusive interviews and webinars produced by FSI, as well as appearances featuring Tom Lee and Mark Newton, Head of Technical Strategy at FSI. FSI research will be available to Mogo members beginning this quarter.

根据该协议,Mogo将成为FSI对加拿大散户投资者市场的研究的独家分销商。除了各种基于订阅的研究外,Mogo和Moka的用户还将有机会获得由FSI制作的独家访谈和网络研讨会,以及FSI技术战略主管汤姆·李和马克·牛顿的演讲。从本季度开始,FSI的研究将提供给Mogo会员。

About FS Insight

FS Insight简介

FS Insight, wholly owned by Fundstrat, is a market-leading, independent research firm. They are experts in U.S. macro market strategy and serve a broad array of clients around the world, including internationally recognized multitrillion dollar asset managers, hedge funds and private banks, representing some 80% of globally managed equity assets. FS Insight was co-founded by Thomas J. Lee, a top-ranked Wall Street analyst with some 30 years of research experience, and the former Chief Equity Strategist at global investment bank JPMorgan; and John Bai, former Wall Street sales executive. Mr. Lee is also a regular guest on major financial news networks including CNBC, Bloomberg and Fox Business News, and has been quoted extensively in the financial press. He's widely followed by institutional and individual investors, as well as the media. FS Insight's work is often cited in social media, traditional media channels and on television/cable networks.

FS Insight由Fundstrat全资拥有,是一家市场领先的独立研究公司。他们是美国宏观市场策略的专家,为全球范围内的众多客户提供服务,包括国际认可的数万亿美元资产管理公司、对冲基金和私人银行,约占全球管理的股票资产的80%。FS Insight由拥有约30年研究经验的华尔街顶级分析师、全球投资银行摩根大通前首席股票策略师托马斯·李和前华尔街销售主管约翰·白共同创立。李先生还是包括CNBC、彭博社和福克斯商业新闻在内的主要金融新闻网络的常客,并被金融媒体广泛引用。他受到机构和个人投资者以及媒体的广泛关注。FS Insight的作品经常被社交媒体、传统媒体频道和电视/有线电视网络引用。

About Mogo

关于 Mogo

Mogo Inc. (NASDAQ:MOGO; TSX:MOGO) is a digital wealth and payments company headquartered in Vancouver, Canada with more than 2 million members, $9.9B in annual payments volume and a ~13% equity stake in Canada's leading Crypto Exchange WonderFi (TSX:WNDR). Mogo's digital wealth platform is designed to help the next generation of investors get the edge they need to be successful. Our platform includes MOGO, a self-directed investing app that helps our members invest based off the principles of Warren Buffett while also helping them avoid the overtrading that generally leads to underperformance. Our wealth members also get access to MOKA, an innovative wealth management app that is designed to give investors the behavioral edge they need to outperform. Our unique offering is aimed at disrupting the status quo by giving the next generation of Canadians access to best in class investing products for a simple $15/month subscription. Through its wholly owned digital payments subsidiary, Carta Worldwide, Mogo also offers a low-cost payments platform that powers next-generation card programs for companies across Europe and Canada. The Company, which was founded in 2003, has approximately 200 employees across its offices in Vancouver, Toronto, London & Casablanca.

Mogo Inc.(纳斯达克股票代码:MOGO;多伦多证券交易所股票代码:MOGO)是一家数字财富和支付公司,总部位于加拿大温哥华,拥有超过200万名会员,年支付额为99亿美元,并持有加拿大领先的加密货币交易所WonderFi(多伦多证券交易所股票代码:WNDR)约13%的股权。Mogo的数字财富平台旨在帮助下一代投资者获得成功所需的优势。我们的平台包括MOGO,这是一款自管投资应用程序,可帮助我们的会员根据沃伦·巴菲特的原则进行投资,同时还可以帮助他们避免通常导致表现不佳的过度交易。我们的财富会员还可以使用MOKA,这是一款创新的财富管理应用程序,旨在为投资者提供跑赢大盘所需的行为优势。我们独特的产品旨在通过让下一代加拿大人只需每月15美元的简单订阅即可获得一流的投资产品,从而打破现状。通过其全资数字支付子公司Carta Worldwide,Mogo还提供低成本支付平台,为欧洲和加拿大的公司提供下一代信用卡计划。该公司成立于2003年,在温哥华、多伦多、伦敦和卡萨布兰卡的办公室拥有约200名员工。

For further information:

欲了解更多信息:

US Investor Relations Contact
Lytham Partners, LLC
Ben Shamsian
New York | Phoenix
shamsian@lythampartners.com
(646) 829-9701

美国投资者关系联系人
莱瑟姆合伙人有限责任公司
本·沙姆西安
纽约 | 菲尼克斯
shamsian@lythampartners.com
(646) 829-9701

Craig Armitage
Investor Relations
investors@mogo.ca
(416) 347-8954

克雷格·阿米蒂奇
投资者关系
investors@mogo.ca
(416) 347-8954

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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