5 Points

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

A Saber Capital investment journal

"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be." - Kim Stanley Robinson, author of Ministry for the Future

Fundamental research analysis on levered credit opportunities (high yield/distressed/special situations/levered equities)

Insights Into Banking and Fintech

Insights and opportunities for community bank stock investors

A study of extraordinary banking and bankers.

Investment analysis & insights on the little known world of thrift conversions

Gator Capital's Thoughts about Financials