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    Giuliano Bologna

    Managing Director at Compass Point Research & Trading LLC

    Giuliano Bologna is a Managing Director at Compass Point Research & Trading LLC, specializing in equity research for the financial sector with a focus on fintech and infrastructure companies. He covers firms such as SoFi, LendingClub, Mr. Cooper Group, and FTAI Infrastructure, and is recognized for his thorough industry analysis; according to TipRanks, he holds a success rate of approximately 72% with an average return of 9.8% per rating and is ranked among the top financial analysts nationally. Bologna began his analyst career in 2011 at Collins Stewart, advanced to senior research roles at BTIG from 2012 to 2020, and joined Compass Point as Managing Director in September 2020. He is based in Boston, Massachusetts, and holds professional securities licenses, maintaining active FINRA registration as part of his regulated investment research activities.

    Giuliano Bologna's questions to Affirm Holdings (AFRM) leadership

    Giuliano Bologna's questions to Affirm Holdings (AFRM) leadership • Q4 2025

    Question

    Giuliano Bologna of Compass Point asked about the potential for wallet partnerships to enable offline transactions and how this could drive incremental GMV growth and differentiate Affirm's underwriting.

    Answer

    Founder & CEO Max Levchin expressed strong excitement for the enormous offline opportunity, noting that major wallets share this interest. He identified the key challenges as consumer awareness and technical 'tender delivery' integration, both of which Affirm is actively solving. He believes the market is now primed to promote BNPL as a key conversion driver in-store.

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    Giuliano Bologna's questions to FTAI Infrastructure (FIP) leadership

    Giuliano Bologna's questions to FTAI Infrastructure (FIP) leadership • Q2 2025

    Question

    Giuliano Bologna asked about the specific synergies from combining the TransStar and Wheeling railroads, the strategic value of diversification for the rail platform, and the company's forward-looking priorities after achieving several major 2025 goals, including potential future M&A targets.

    Answer

    Ken Nicholson, CEO & President, detailed the $20 million in expected annual cost savings from network efficiencies and purchasing power. He emphasized that the acquisition is a 'game changer' for the rail platform's valuation, as increased customer and commodity diversification supports a higher trading multiple, in line with industry peers. Looking ahead, Nicholson stated the focus is on growing the freight rail segment through further 'chunky' acquisitions, with a long-term vision of monetizing other stabilized assets and potentially becoming a pure-play publicly traded freight rail company.

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    Giuliano Bologna's questions to Gannett Co. (GCI) leadership

    Giuliano Bologna's questions to Gannett Co. (GCI) leadership • Q2 2025

    Question

    Giuliano Bologna of Compass Point inquired about Gannett's timeline for achieving flat revenue, details of the $100 million cost reduction program, the impact of AI search on audience traffic, updates on the Google ad tech antitrust case, the path to restoring digital subscriber revenue growth, and trends in AI content licensing deals.

    Answer

    CEO Mike Reed projected flat revenues in early 2026, driven by improving print trends, strong digital advertising, and new deals like AddressUSA and Perplexity. CFO Tricia Gosser detailed that the cost program targets automation, outsourcing, and facility consolidation. President of Gannett Media Kristin Roberts noted that despite AI search changes, Gannett's audience is growing due to a proactive multi-platform strategy and that the digital subscription business is focused on profitability and ARPU growth, expecting sequential revenue growth in H2 2025. Mike Reed also expressed confidence in the Google antitrust case and noted a positive momentum shift toward publishers in AI content licensing negotiations.

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    Giuliano Bologna's questions to Gannett Co. (GCI) leadership • Q2 2025

    Question

    Giuliano Bologna of Compass Point Research & Trading LLC inquired about Gannett's outlook, asking when revenues might turn flat, for details on the $100 million cost reduction program, and about the company's experience with audience traffic from AI search. He also requested updates on the Google ad tech antitrust case, the timeline for returning to digital subscriber revenue growth, and the current landscape for AI content licensing deals.

    Answer

    CEO Mike Reed projected revenues would flatten in early 2026, driven by improving print trends, strong digital advertising, and new deals like Perplexity and AddressUSA. CFO Trisha Gosser detailed that the cost program focuses on automation, outsourcing, and consolidating print facilities. President of Gannett Media Kristin Roberts stated that despite AI search changes, Gannett's audience is growing due to a proactive strategy of diversifying traffic and blocking unauthorized scraping. Mike Reed also provided positive updates on various ad tech legal cases and noted a momentum shift toward publishers in AI content licensing negotiations. Kristin Roberts added that while digital subscriber revenue growth will take a few quarters, ARPU is already growing, and sequential revenue growth is expected in Q3 and Q4.

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    Giuliano Bologna's questions to FTAI Aviation (FTAI) leadership

    Giuliano Bologna's questions to FTAI Aviation (FTAI) leadership • Q2 2025

    Question

    Giuliano Bologna of Compass Point inquired about the specific drivers behind the accelerating growth in the Aerospace Products segment, the durability of these trends, and any potential industry trigger events that could fuel further growth.

    Answer

    Joseph Adams, Chairman, CEO & Director, identified the core growth driver as airlines seeking to avoid the cost and risk of managing their own engine shop visits. He stated that trends like aging platforms and fleet fragmentation favor FTAI's scale-based model. David Moreno, COO, added that the Strategic Capital Initiative (SCI) acts as a significant accelerant by exposing more airlines to their services, which in turn drives cross-selling opportunities and market share gains.

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    Giuliano Bologna's questions to SLM (SLM) leadership

    Giuliano Bologna's questions to SLM (SLM) leadership • Q2 2025

    Question

    Giuliano Bologna of Compass Point Research & Trading, LLC asked about the implications of a much larger mix of graduate loans, including whether they might be sold separately and their relative credit characteristics. He also sought to clarify the market share assumption for the graduate loan opportunity.

    Answer

    CFO Pete Graham explained that based on bureau data, the credit profile of the new opportunity is similar to their existing programs and that grad loans are typically a lower-loss, higher-return product. CEO Jonathan Witter clarified that Sallie Mae's current market share in the smaller private grad loan market is already high, around 67%, and they see no reason they shouldn't maintain that share in the expanded market.

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