5 Points

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May: Why Does NU Trade at 8x book?
A 5 Points scorecard, Citi's potential, Triumph Financial, Capital Bank's acquisition
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Sam Haskell
3
Mid April: A Tour of Higher Rates Jail
also: banking as a service survivors, CCB, FIBK, and the rate sensitive screen
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Sam Haskell
6
April: With Banks, Private Equity are Our Friends
The coming BaaS oligopoly, mortgage insurance
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Sam Haskell
16
Mid March: The Rarity of the "Isolated Credit Issue"
What Now for NYCB? Credit at TBBK, MYFW and SSBI; Dogwood State Bank, FCNCB
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Sam Haskell
9
March: Why Capital One is Doing This
The return potential from BANC's preferred; AI and banks
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Sam Haskell
11
Mid February: The Regional Bank Existential Question
NYCB's ace, Primis' gain, bank directors getting sued, is Ares worth it?
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Sam Haskell
6
Addendum to Friday's Note: Answering The NYCB Questions
Hello again, I kept the New York Community commentary short on Friday because it’s much easier to find gold where nobody else is prospecting than in…
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Sam Haskell
6
February: Bank investing and the election
Branch light banks - how CUBI manages it vs others, the wisdom of buying agencies, BAFN's BOLT program, The issue at OTCM
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Sam Haskell
8
5 Points
5 Points
Insights on banking, credit, and financial technology from an investor's perspective.
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