Insights on banking, credit, and financial technology from an investor's perspective.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 93 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||
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fivepoint.substack.comLatest Issues
October: The Community Bank with the New Bridgewater-Trained CEO
Why has BankUnited (BKU) lagged so much? Triumph’s defeat, Rate winners and losers
An old friend, Jon Holtaway, passed in September. Jon founded Ategra Capital and was a prominent investor in the bank sector. Our recent donation is in his...
September: The “Most Interesting Bank in the World” is solving its problems
The Coastal is clearing, Pinnacle’s bargain, United Bank's (UBAB) path forward, FMBL's recovery, show QNBC an incentive and they will show you an outcome
Good morning,
August: Crime Scene Investigation: the CCB and GBFH plunges
6 Questions with FFBB CEO Miller, IBKR understands deposit tech, Slide's (SLDE) slippery slope, Skyline's (SLBK) marshmallow test.
In today’s 5 Points:
July: Fintech's Most Important Recent Innovation
The deposit insurance solution is here. BCBP's recap; Banks are better than you think, Do you know Hyperliquid?, How to Make Money the DAVE way. Bargains from CLBK.
Good afternoon in the US,
Lessons from Ready Cap’s 90% haircut
Time for Inbank (INBC) to move out, DCF for First Northwest (FNWB), North Carolina banking paradise; forced selling at CLBK; Column and Cross River are resetting banking.
Good morning,
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The writers behind this newsletter.
CIO, Colarion Partners, an investment advisor focused on the financial services sector
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