5 Points

October: How far do Sofi, Affirm, Dave etc. have to run? Eagle Bank upside math.

Recent Fintech IPOs are governance problems, Ciaran McMullen makes money for owners. Why go for 20% annualized discounts on credit union acquisitions…

Oct 2 • 

Sam Haskell

20

8

August 2025

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

30

6

July 2025

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

22

6

June 2025

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

May 2025

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

23

10

March 2025

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

January 2025

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

December 2024

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

Dec 30, 2024 • 

Sam Haskell

15

6

November 2024

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…

Nov 27, 2024 • 

Sam Haskell

17

9

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…

Nov 7, 2024 • 

Sam Haskell

12

8