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
Credit Suisse – Investment Thesis

Credit Suisse – Investment Thesis

Credit Suisse's investment thesis focuses on improved capital allocation, conservative guidance, growth in wealth management, and low valuation.

Oct 24, 2018 6 min read
Do the deposit franchises of Direct Banks have value?

Do the deposit franchises of Direct Banks have value?

Discover the untapped value of deposit franchises in direct banks. Explore the stability and potential of these deposits in the changing banking landscape.

Mar 31, 2018 6 min read
Kingstone Companies – Investment Thesis

Kingstone Companies – Investment Thesis

Discover the investment thesis for Kingstone Companies, highlighting its strong growth, high returns, and potential for consolidation.

Feb 22, 2017 6 min read
Capital One Investment Thesis

Capital One Investment Thesis

Capital One's investment thesis highlights its strategic positioning, growth potential, and undervalued stock.

Sep 19, 2016 6 min read
SLM Corporation Stock Investment Thesis

SLM Corporation Stock Investment Thesis

Learn about the investment thesis for SLM Corporation stock, highlighting its growth potential, earnings, and risks.

Sep 19, 2016 3 min read

Disclaimer: The discussion of any security is meant solely as an illustration of our investment and thought process and should NOT be considered as a recommendation or suggestion to buy or sell any securities. Before you make any investment, do your own research and talk to your own financial adviser. Information in this report is received from external sources. Therefore, we can make no guarantee as to the completeness or accuracy of the information provided.