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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 ·  2024/07/23 12:00
  • 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
  • 提供独家权益研究、网络研讨会、采访和与顶级华尔街策略师Tom Lee合作的机会,他是基金公司Fundstrat创始人之一,也是CNBC的特邀撰稿人。
  • 与Mogo的目标相符,为其财富客户提供一种投资优势,以取得超越业绩并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.

2024年7月23日,加拿大不列颠哥伦比亚省温哥华– Mogo Inc. (NASDAQ:MOGO) (TSX:MOGO)("Mogo" 或 "公司"),一家数字财富和支付业务,今天宣布与Thomas Lee和FS Insight LLC("FSI")建立新合作伙伴关系,为公司数字财富平台Mogo和Moka的会员提供由FSI生产的研究和相关产品和服务的独家访问权。FSI是Fundstrat全球顾问("Fundstrat")旗下市场领先的独立研究公司,由李先生和约翰•白(前华尔街销售主管)共同创立。李先生是华尔街顶尖分析师,在华尔街拥有超过30年的研究经验,曾担任全球投资银行JPMorgan的首席股票策略师,也是CNBC的特约编辑。FSI向个人提供与银行和对冲基金相同质量的研究,帮助他们做出投资决策。

"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."

“我们很兴奋能与Tom和Fundstrat合作,为我们的财富会员提供独家内容,帮助他们做出更明智的投资决策。 Tom Lee已证明自己是当今华尔街上最有洞察力的市场策略师之一,”Mogo首席执行官David Feller表示,“我们的使命是为下一代投资者提供他们需要成功的优势,与Fundstrat合作是这一使命的又一个重要里程碑。”

"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."

“作为华尔街策略师,我会接触到许多不同的投资平台和解决方案,我认为Mogo和Moka是我见过的最具创新性的平台,也是任何明智的投资者都应该寻找的平台,”Fundstrat联合创始人、研究主管Thomas Lee说,“我们很高兴与Mogo合作,让我们的内容对加拿大的零售客户更加广泛地可用。”

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.

根据协议,Mogo将成为FSI研究在加拿大零售投资者市场的独家分销商。除了广泛的订阅研究之外,Mogo和Moka用户还将获得对FSI生产的独家采访和网络研讨会的访问权限,以及以Tom Lee和FSI技术策略主管Mark Newton为特色的出场演出。从本季度开始,FSI的研究将对Mogo的会员开放。

About FS Insight

关于FS Insight

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是由Fundstrat完全拥有的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,并为世界各地的广泛客户群提供服务,其中包括国际公认的万亿资产管理公司、对冲基金和私人银行,代表全球 managed equity assets 的80%左右。 FSI由Thomas J. Lee和前华尔街销售高管John Bai共同创立,Lee先生是华尔街排名前列的分析师,拥有30多年的研究经验,曾在全球投资银行JPMorgan担任首席股票策略师; 他经常作为财经新闻网络(包括CNBC、Bloomberg和Fox Business News等)的常客,并在金融新闻媒体上广泛被引用,深受机构和个人投资者以及媒体关注和追捧。 FSI的工作经常在社交媒体、传统媒体渠道和电视/有线网络中被引用。

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.

总部位于加拿大温哥华的数字财富和支付公司Mogo Inc.(NASDAQ: MOGO; TSX: MOGO)拥有超过200万名会员,在年支付量达990亿美元,并拥有加拿大领先的加密货币交易所WonderFi(TSX: WNDR)的约13%股权。 Mogo的数字财富平台旨在帮助下一代投资者获取成功所需的优势。我们的平台包括自主投资应用程序MOGO,该应用程序帮助我们的会员根据沃伦·巴菲特的原则进行投资,同时帮助他们避免通常导致性能不佳的过度交易。我们的财富会员还可以获得创新的财富管理应用程序MOKA,旨在为投资者提供他们需要的行为优势,以实现超额收益。我们的独特服务旨在通过提供简单的每月15美元订阅,让下一代加拿大人使用最佳的投资产品来打破现状。通过其完全拥有的数字支付子公司Carta Worldwide,Mogo还提供低成本支付平台,为欧洲和加拿大各公司的下一代卡计划提供动力。该公司于2003年成立,其员工约有200人,分布在温哥华、多伦多、伦敦和卡萨布兰卡。

For further information:

进一步了解:

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方式
Lytham Partners, LLC
Ben Shamsian
纽约|凤凰城
shamsian@lythampartners.com
(646)829-9701

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

Craig Armitage
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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