Please see attached link for full report: https://open.substack.com/pub/fivepoint/p/september-special-situations-first?utm_campaign=post&utm_medium=web
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)
Please see the latest version, along with commentary on bank yellow flags, at the link below... https://fivepoint.substack.com/p/mid-month-private-equity-in-banks?sd=pf
Please see link below for post: https://fivepoint.substack.com/p/july-the-alpha-in-figuring-out-2024?sd=pf
A bit wonky, but please see full post here: https://fivepoint.substack.com/p/brief-note-the-overlooked-tools-distressed?utm_source=profile&utm_medium=reader2
Please see our latest substack posting at: https://fivepoint.substack.com/p/brief-note-regional-bank-net-interest
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 short...
A 3-Minute Bank Investing Case Study: Why Territorial Bank of Hawaii Looks Attractive but has Fallen Short
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 up more akin to a...
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 - higher...