5 Points
Sam HaskellInsights on banking, credit, and financial technology from an investor's perspective.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 79 | Subscribers | Read | fivepoint.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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
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
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 WCCB
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 de-regulation and the next multi-bagger
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Authors
The writers behind this newsletter.
CIO, Colarion Partners, an investment advisor focused on the financial services sector
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