5 Points
Sam HaskellInsights on banking, credit, and financial technology from an investor's perspective.
| Platform |  | Pricing | Only paid issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 72 |
| Subscribers | Read | fivepoint.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
February: GBFH, FFBB, and Bill Black on Pacwest / BANC
The WestAmerica trap; Why didn't the AFBI deal work?; The GBank (GBFH) story; FFBB detail; Bank OZK has been misunderstood for decades; Bill Black on how PACW survived
January: Mike Bell Can Make Us Money / An Interview with FINW CEO
Also - overlooked bank catalysts, PFBX, CFBK revisit, ranking the capital raises, Lessons from a strange Japanese bank
December: You Don't Have to Pick the Perfect Merger Target to Win
CEO Retirements at OZK and NBN, CFBK a target?, NYC multifamily is holding up; Mythbusting at Customers Bank (CUBI), Versa (VBNK), why are Marshall Reynolds' banks struggling?
November: A 13% Day for Banks and What's Next
It's not taking 3 months for the market to price Trump in this time. The Most Interesting Bank in the World, Merchants of Indiana (MBIN), Arbor's advantage, Optimum Bank re-review, Bitcoin miners
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Authors
The writers behind this newsletter.
CIO, Colarion Partners, an investment advisory focused on the financial services sector
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