Gator Capital Management

Gator Capital Management

Silicon Valley Bank and the Regional Bank Crisis of March 2023

Silicon Valley Bank and the Regional Bank Crisis of March 2023

Silicon Valley Bank faced a regional bank crisis in March 2023 due to risky investments in mortgage-backed securities, leading to a massive depositor run and eventual closure by regulators.

Apr 25, 2023 3 min read
Slingshot Financial Podcast

Slingshot Financial Podcast

Learn from Derek Pilecki of Gator Capital Management as he shares insights on his investment philosophy and process in the Slingshot Financial Podcast.

Feb 06, 2023 22 min read
mREIT Preferreds

mREIT Preferreds

Explore the potential of mREIT preferred stocks amidst changing mortgage spreads and upcoming fixed-to-floating resets. Discover opportunities in this overlooked market segment.

Jan 24, 2023 1 min read
Office REITs

Office REITs

Concerns over the future of Office REITs due to low demand for office space in a hybrid work environment, leading to potential value destruction and challenges for owners in major gateway cities.

Jan 24, 2023 1 min read
Carlyle Group

Carlyle Group

Explore the investment opportunity in Carlyle Group highlighted in this blog post. Discover the reasons behind the new position taken and potential upside for investors.

Jan 24, 2023 2 min read
Growth Regional Banks

Growth Regional Banks

Discover the compelling opportunity in growth regional banks, highlighting missed investor insights and the current low valuations. Explore the potential for strong returns in select regional banks amidst market shifts.

Jan 24, 2023 1 min read
Axos Financial (AX)

Axos Financial (AX)

Discover the investment thesis on Axos Financial, a strong nationwide direct bank with organic growth focus and low valuation. Explore the potential opportunity in regional banks with solid growth prospects.

Aug 04, 2022 3 min read
Genworth Financial (GNW)

Genworth Financial (GNW)

Gator Bite Video: Genworth Financial (GNW)

May 10, 2022 1 min read
Enact Holdings (ACT) & Genworth Financial (GNW)

Enact Holdings (ACT) & Genworth Financial (GNW)

Enact Holdings and Genworth Financial offer investment opportunities in the mortgage insurance industry, with potential for growth, dividends, and value creation. Explore why these stocks are worth considering.

Feb 14, 2022 6 min read
Continued Opportunity in Small Banks

Continued Opportunity in Small Banks

Discover the continued opportunity in small banks despite the recent surge in regional bank stocks.

Jun 26, 2021 2 min read
JP Morgan Chase Should Pause Stock Repurchases

JP Morgan Chase Should Pause Stock Repurchases

JP Morgan Chase's high stock valuation prompts a pause in stock repurchases, as CEO Jamie Dimon advocates for capital reinvestment over buybacks.

Jan 02, 2020 7 min read
Dumpster Diving in the Financials Sector

Dumpster Diving in the Financials Sector

Dumpster diving in the Financials sector reveals undervalued opportunities in various subcategories like investment banks, online brokers, and more.

Sep 05, 2019 6 min read

Disclaimer: The views, opinions, and content provided herein are for educational and informational purposes only and should not be considered investment, tax, accounting, or legal advice, nor is it intended to, and should not be considered as, impartial investment advice, an offer to provide a product or investment advisory services, or an offer to buy or sell any securities. The information contained herein may be subject to change at any time without notice. The content does not necessarily reflect the views and opinions of Gator Capital Management. Hyperlinks to third-party websites contain information that may be of interest to you. Gator Capital Management has made every attempt to ensure the accuracy and reliability of the information provided, but it cannot be guaranteed. Past performance does not guarantee future results. Please consult a qualified professional to receive specific guidance on your portfolio.