Colarion logo
  • Welcome to Colarion
  • About the Firm
  • Contact
  • Insights
  • Why Colarion?
  • The Mint Fund

Mid Month: Puerto Rican banks, why is FFBB 6x? Classified assets, Share Repurchases and fintech spend

by Sam Haskell | Sep 12, 2023 | Corporate Governance

Please see attached link:...

September 5 Points: First Citizens of NC, slow loan growth, and trading bank doom

by Sam Haskell | Aug 24, 2023 | Corporate Governance

Please see attached link for full report:...

August 5 Points: Consumer Credit, Avoiding EPS misses, and Banks with Bail

by Sam Haskell | Jul 24, 2023 | Corporate Governance

For our financial-sector investing friends, please enjoy the latest edition of 5 Points at the link below: (4) August: Avoiding misses, Banks in jail vs those with bail, consumer credit checkup, ECIP value traps (substack.com)

5 Points Mid Month: Private Equity in Banks, Bank Conversions Primer, a Survivor at 40% of Book

by Sam Haskell | Jul 5, 2023 | Corporate Governance

Please see the latest version, along with commentary on bank yellow flags, at the link below…...

5 Points July: A bit of CRE horror, and the lever to help banks in 2024

by Sam Haskell | Jun 20, 2023 | Corporate Governance

Please see link below for post: https://fivepoint.substack.com/p/july-the-alpha-in-figuring-out-2024?sd=pf
« Older Entries

Latest Posts

  • Mid Month: Puerto Rican banks, why is FFBB 6x? Classified assets, Share Repurchases and fintech spend
  • September 5 Points: First Citizens of NC, slow loan growth, and trading bank doom
  • August 5 Points: Consumer Credit, Avoiding EPS misses, and Banks with Bail
  • 5 Points Mid Month: Private Equity in Banks, Bank Conversions Primer, a Survivor at 40% of Book
  • 5 Points July: A bit of CRE horror, and the lever to help banks in 2024

Learn more about Colarion by reviewing our Firm Brochure and our Customer Relationship Summary.

Colarion LLC, is an SEC registered investment advisor. Registration is not an endorsement of the firm by securities regulators. Further information about the firm and investment professionals can be found at www.adviserinfo.sec.gov.

© Colarion Partners. All rights reserved.

 

Loading Comments...