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5 Points

Sam Haskell
Hundreds of paid subscribers

Insights on banking, credit, and financial technology from an investor's perspective.

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Substack
PricingOnly paid issuesPublishesWeekly
Issues88Founded5 years agoLast Issue18 days ago
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Latest Issues

May: Western Alliance is the Best Bank. Western Alliance is the Worst Bank

BAFN was what we thought it was; What makes a 20% IRR fund? FNWB is finding its footing at 60% of tangible; Puerto Rico, Make Jonah Marcus a director

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April: 6% Savings Accounts, 10% Cashback Credit Cards and Banks' Evolution

Wartime portfolio management; the rule of thumb for private credit and BDCs, Embedded Exchanges: TFIN, ARX, FIGR. UBAB's CDFI boomerang. TFIN Born Again?

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2 months ago
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Please note - 5 Points is not launching any services

This post is to let you know scammers are impersonating me, and will probably continue to for a while.

This post is to let you know scammers are impersonating me, and will probably continue to for a while.

2 months ago
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Fact vs Fiction in the latest Bank Selloff

Don't sleep on multi-strat leverage; Pain in the BaaS at TBBK and CCB, LendingClub and the 5 Points scorecard; AI in financials, Bank7 could be a 10;

Two pledges of this note:

3 months ago
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February: Copper in the Financial Sector?

How AMBZ won, Hamilton Group's (HG) advantage, Old Glory Bank (DAAQ), LendingClub's (LC) earnings leap

Scams: Note that I’ll never send you a link asking you to “support my work”.

4 months ago
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  • Sam Haskell

    CIO, Colarion Partners, an investment advisor focused on the financial services sector

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