5 Points

5 Points

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Sitemap - 2024 - 5 Points

January: Mike Bell Can Make Us Money / An Interview with FINW CEO

December: You Don't Have to Pick the Perfect Merger Target to Win

November: A 13% Day for Banks and What's Next

Coastal's Moonshot

October: Why does Esquire print money? Why can't Ponce do the same?

Mid September: An end to bad bank regulation?

September: The Fidelity Conversion and Other Oddities

Mid August: Key's Disease

Quick Note: Banks Getting Get Out of Jail Free Cards

August: The Trade Created from Rotation into Banks

Mid July: Inflection Point Thinking

July: Credit Blowups are Already Here

Mid June Weekend Reading

June

Mid May: Special Situations

May: Why Does NU Trade at 8x book?

Mid April: A Tour of Higher Rates Jail

April: With Banks, Private Equity are Our Friends

Mid March: The Rarity of the "Isolated Credit Issue"

March: Why Capital One is Doing This

Mid February: The Regional Bank Existential Question

Addendum to Friday's Note: Answering The NYCB Questions

February: Bank investing and the election

Mid January: Conversion targets, a recent 50x,

January: A latent catalyst re-emerges

© 2025 Sam Haskell
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