I'm curious as to the typical names you would see in a fintech / payment pod. Fintech is such a wide category that spans into software so where do the lines blur?
Like would SS&C or Broadridge or Guidewire be classified as a fintech name you would trade? Technically, they're all fintech.
TOST, XYZ
It's actually not a broad category. You are unlikely to find pods focused on just fintech. You will have financials (or tech) pods that do fintech and/or where one of their guys is the fintech lead.
As MMPM said, there are no fintech pods. There are fins teams and TMT teams, which often have a payments/fintech investor. In terms of specific names, think merchant acquirers, the networks, bank tech names, and consumer finance names. In terms of specific stocks, it can vary depending on the investor. Some cover the cards, some don't. Some cover BNPL names, some don't. Some cover the small caps / recent spacs, some don't. Kind of all over the place once you cover the basics of v, ma, xyz, pypl, tost, fis, fi, etc. Can expand into ecomm e.g. ebay and some software names too as they compete with traditional payments companies e.g. qtwo, ncno, alkt.
SS&C, Broadridge, and Guidewire are NOT typically covered by the same guy covering Visa.
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