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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…
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Sam Haskell
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
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Sam Haskell
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).
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Sam Haskell
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…
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Sam Haskell
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…
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Sam Haskell
3
January: Mike Bell Can Make Us Money / An Interview with FINW CEO
Also - overlooked bank catalysts, PFBX, CFBK revisit, ranking the capital raises, Lessons from a strange Japanese bank
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Sam Haskell
6
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
9
5 Points
5 Points
Insights on banking, credit, and financial technology from an investor's perspective.
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