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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…
May 30
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Sam Haskell
17
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June: Looking for Fraud
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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
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Sam Haskell
22
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May: Will Anything Blow?
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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
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Sam Haskell
13
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April: European Banks are Hot!...Garbage?
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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
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Sam Haskell
14
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March: The Trick to Making Money in Financials This Year
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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
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Sam Haskell
17
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February: GBFH, FFBB, and Bill Black on Pacwest / BANC
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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
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Sam Haskell
15
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January: Mike Bell Can Make Us Money / An Interview with FINW CEO
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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
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Sam Haskell
17
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December: You Don't Have to Pick the Perfect Merger Target to Win
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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
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Sam Haskell
12
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November: A 13% Day for Banks and What's Next
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October 2024
Coastal's Moonshot
5 Points’ schedule change, Loan growth, the liberal bank teaches the conservative bank, Florida insurerance,
Oct 20, 2024
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Sam Haskell
16
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Coastal's Moonshot
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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…
Oct 3, 2024
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Sam Haskell
17
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October: Why does Esquire print money? Why can't Ponce do the same?
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2
September 2024
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…
Sep 16, 2024
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Sam Haskell
14
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Mid September: An end to bad bank regulation?
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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
Sep 3, 2024
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Sam Haskell
14
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September: The Fidelity Conversion and Other Oddities
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11
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