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January: Fade banks when M&A is delivering weak premiums
Erebor and crypto banks, Prediction markets at HOOD, why tokenize a stock? Patriot (PNBK) games, Isabella (ISBA); WFC won't go too far; fintechs and…
 • Sam Haskell
December: Figure Outlines the Banking Sector's Emerging Problem
Why buy Jefferies or Blue Owl even in the good times? Truxton vs Butterfield bake off, The bank acquirer Pickett's charge helps Northeast Bank, BAFN…
 • Sam Haskell
November: How the Private Credit / Bank Dance Plays Out
The Fiserv lesson, Why have there been so many weak bank offerings? How Figure represents the future of commodity lending. Synchrony is the champion.
 • Sam Haskell
October: How far do Sofi, Affirm, Dave etc. have to run? Eagle Bank upside math.
Recent Fintech IPOs are governance problems, Ciaran McMullen makes money for owners. Why go for 20% annualized discounts on credit union acquisitions…
 • Sam Haskell
September: The Best Banker You've Never Heard of
The financial subsector that creates 50 baggers, Bayfirst's (BAFN) next step, Esquire's California targets, out of Town
 • Sam Haskell
August: HMST's catalyst; CVNA is a Lender
Expect more regional bank mergers, and small bank beneficiaries..."Scale Acquirer" Underperformance, Brookline, Avid Bank's capital management
 • Sam Haskell
July: People talking about $2trn of deposits leaving the banking system
A strong second half? CUBI fights for us. Profit from the demise of the OTC. M&A lessons with my angry banker friend. Why SOFI outearns LC. Surfs up at…
 • Sam Haskell
5 Points
5 Points
Insights on banking, credit, and financial technology from an investor's perspective.
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