by Sam Haskell | May 22, 2023 | Corporate Governance
A bit wonky, but please see full post here:...
by Sam Haskell | May 16, 2023 | Corporate Governance
Please see our latest substack posting at: https://fivepoint.substack.com/p/brief-note-regional-bank-net-interest
by Sam Haskell | Mar 24, 2023 | Banks
Financials can be tricky, but investing in them doesn’t have to be. In the news lately you have read about the failures of two large US banks and one massive European one. There is concern about commercial real estate, and our policymakers trying but falling...
by Sam Haskell | May 18, 2022 | Banks, Corporate Governance
We’ve all had that sensation of finding a stock or other investment that seems too good to be true. Today’s post looks at one particularly cheap bank – Territorial Savings (TBNK), that seems like an easy purchase decision, and shares why it may end...
by Sam Haskell | May 13, 2022 | Corporate Governance
In this note: Preserving Capital: Discussing how market structure is more important to financial sector investors during sell-offs. How bonds are affecting banks – the securitization market frees up high margin loan growth. How bonds are affecting banks –...
