5 Points

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December: You Don't Have to Pick the Perfect Merger Target to Win
CEO Retirements at OZK and NBN, CFBK a target?, NYC multifamily is holding up; Mythbusting at Customers Bank (CUBI), Versa (VBNK), why are Marshall…
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Sam Haskell
7
November: A 13% Day for Banks and What's Next
It's not taking 3 months for the market to price Trump in this time. The Most Interesting Bank in the World, Merchants of Indiana (MBIN), Arbor's…
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Sam Haskell
5
Coastal's Moonshot
5 Points’ schedule change, Loan growth, the liberal bank teaches the conservative bank, Florida insurerance,
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Sam Haskell
12
October: Why does Esquire print money? Why can't Ponce do the same?
The new FDIC merger policy and best practices for banks to evolve alongside, the Northern Virginia banks, credit union acquirers in New York, the bad…
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Sam Haskell
2
Mid September: An end to bad bank regulation?
Why Axos has outperformed 2000%; why humans can beat machines in bank investing; the bank / private credit opportunity as practiced by Newtek; Avoid the…
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Sam Haskell
2
September: The Fidelity Conversion and Other Oddities
Rick Wayne: capital management maestro; Blue Ridge (BRBS) tangible book value, Park National's itch to acquire; my Catalyst (CLST) mistake
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Sam Haskell
11
Mid August: Key's Disease
The Key to misery, Dilution affairs, CARE upside, Would SFBC sell? Webster's insight
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Sam Haskell
2
5 Points
5 Points
Insights on banking, credit, and financial technology from an investor's perspective.
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