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Conversion Confidential

Shadowridge Value

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

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Substack
PricingOnly free issuesPublishesWeekly
Issues32Founded5 years agoLast Issue3 years ago
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Latest Issues

Thrift Conversion Roundup - May 2023

Greetings and welcome to another issue of Conversion Confidential! It’s been too long since I wrote on here and for that I apologize, but it’s not like there’s anything notable occurring in the realm of banking 🤔. Around this time last yea...

3 years ago
8
11

Thrift Conversion Roundup - January 2023

Greetings and welcome to another edition of Conversion Confidential! 2022 was a rough year for many investors, myself included. I believe this is the second year in a row now where I’ve wished my portfolio had more exposure to thrift conver...

3 years ago
9
6

First Seacoast Bancorp (FSEA)

Greetings, and welcome to another issue of Conversion Confidential! I know it’s been awhile, but to my knowledge there hasn’t been much in the conversion pipeline and I only want to write if I have something to say or a bank to evaluate. To...

3 years ago
6
3

TC Bancshares (TCBC) 1H22 Update

Greetings readers! I’m back and writing on consecutive weekends for the first time in awhile with a few quick observations from the TCBC 2Q22 10-Q and proxy statement. If you missed my initial post on the TCBC conversion, or would simply li...

4 years ago
4

Thrift Conversion Roundup - August 2022

Greetings and welcome to another issue of Conversion Confidential! Today, I’m taking a look at the 2Q22 results of FFBW and NECB which as many regular readers know, I’ve discussed a number of times previously. We also have some announcement...

4 years ago
10

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  • Shadowridge Value

    Private Investor | Global Equities | Nothing said is investment advice.

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