ResearchInvestment Committee Vol. 8

Investment Committee Vol. 8

Apr 11, 2024

Welcome to the 8th edition of Investment Committee, where we aim to give you front row seats to the deliberations, discussions, and decisions around how the team is managing Titan’s active equity strategies.

The team meets regularly to assess the fundamental trends of our portfolio companies, the macro environment, current events/news, how they affect individual stocks, and how we should position our strategies moving forward.

We recently elected to buy Block (formerly known as Square; NYSE: SQ) in Flagship. Block is a fintech company with two unique but complementary ecosystems: Square (Sellers) and Cash App (Consumers). 

The company is looking to become the go-to financial services company for both merchants and families by moving up-market and filling in identified product gaps. Their new found cost discipline and various growth drivers should enable them to achieve the “Rule of 40” by 2026 in our view. We have strong conviction that an investment in Block is an opportunity for Titan to purchase equity in an innovative company with a still largely untapped market and long runway for increasingly profitable growth potential.

In this update, I walk you through our high-level investment thesis for initiating a position in Block (SQ).



*This video was recorded on Wednesday, April 10th, 2024.

Titan Global Capital Management USA LLC ("Titan") is an SEC registered investment adviser. Advisory services are provided by Titan. Titan’s affiliate, Titan Global Technologies LLC (“TGT”), is a registered broker-dealer and member of FINRA/SIPC. Both Titan and TGT are subsidiaries of Titan Global Capital Management, Inc.

Communications may contain forward-looking statements, which reflect our current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward-looking statements. We do not undertake any obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events, or otherwise. The views and opinions expressed herein are those of the presenter and do not necessarily reflect the official policy or position of Titan. This communication is for informational purposes only and should not be construed as investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities or other products offered by Titan, TGT, or any third party.

Markets and investments are subject to fluctuations. All investments involve risk, and the past performance of a security, financial product, or Titan strategy does not guarantee future results or returns. The presenter and Titan are not liable for any investment decisions made based on this communication. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income**.** There is always the potential of losing money when you invest in securities or other financial products. Investors should consider their investment objectives and risks carefully before investing. The price of a given security may increase or decrease based on market conditions and clients may lose money, including their original investment and principal. The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person. Please visit for important disclosures.

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