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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…
Dec 30, 2025
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Sam Haskell
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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…
Dec 1, 2025
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Sam Haskell
21
21
3
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.
Nov 4, 2025
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Sam Haskell
20
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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…
Oct 2, 2025
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Sam Haskell
21
8
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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
Aug 26, 2025
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Sam Haskell
31
6
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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
Jul 31, 2025
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Sam Haskell
22
6
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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…
Jun 29, 2025
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Sam Haskell
20
11
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June: Looking for Fraud
New Lessons at Janover, now up closer to 3000%; Banks can have moats, and some are actually widening; Looking at the F word around a Florida bank, DAVE…
May 30, 2025
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Sam Haskell
19
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