Lucas Horigan is a 5th year in Kate Gleason College's Electrical Engineering program from Buffalo, New York. They joined FMA in 2019 and currently manage the tech sector for the portfolio.
Thesis: We recommend selling EVBN due to their stagnant market share caused by fierce competition, escalating loan delinquencies, compressed net interest margins, decelerated mortgage growth, and substantial headwinds from the U.S. recession.
Sell META amid a plateau in users, privacy issues, and stagnation in their metaverse unit.
