Corporate Governance | Colarion Partners

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

Brief Note: Overlooked Solutions Helping Stressed Banks

by Sam Haskell | May 22, 2023 | Corporate Governance

A bit wonky, but please see full post here:...