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September: The Best Banker You've Never Heard of
The financial subsector that creates 50 baggers, Bayfirst's (BAFN) next step, Esquire's California targets, out of Town
Aug 26
•
Sam Haskell
19
3
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August: HMST's catalyst; CVNA is a Lender
Expect more regional bank mergers, and small bank beneficiaries..."Scale Acquirer" Underperformance, Brookline, Avid Bank's capital management
Jul 31
•
Sam Haskell
21
5
July: People talking about $2trn of deposits leaving the banking system
A strong second half? CUBI fights for us. Profit from the demise of the OTC. M&A lessons with my angry banker friend. Why SOFI outearns LC. Surfs up at…
Jun 29
•
Sam Haskell
20
11
June: Looking for Fraud
New Lessons at Janover, now up closer to 3000%; Banks can have moats, and some are actually widening; Looking at the F word around a Florida bank, DAVE…
May 30
•
Sam Haskell
19
4
May: Will Anything Blow?
The amazing story of Janover; What's wrong at Live Oak? Beautiful de-regulation, How Preferred Bank got it right
May 1
•
Sam Haskell
22
10
April: European Banks are Hot!...Garbage?
A proxy revolucion!; AI is delivering for banks; Two "Buffett" situations; Why LA Banks print money; First Interstate's turnaround (FIBK).
Mar 28
•
Sam Haskell
13
6
March: The Trick to Making Money in Financials This Year
"Does this mean we don't need Visa?" - our stablecoin future, Looking at DC banks; Three banks trying to make it; GBank's payments software in detail…
Mar 3
•
Sam Haskell
14
February: GBFH, FFBB, and Bill Black on Pacwest / BANC
The WestAmerica trap; Why didn't the AFBI deal work?; The GBank (GBFH) story; FFBB detail; Bank OZK has been misunderstood for decades; Bill Black on…
Jan 27
•
Sam Haskell
17
3
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