Pillars And Profits
Soren PetersonAnalyzing High-Quality Long-term Businesses.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 124 | Subscribers | Read | pillarsandprofits.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Private Bank of America PBAM: Experiencing the Tailwinds of California Banking
Unlike my other deep dives, this one is a little special. I wrote this piece alongside my friend, David Diranko, Founder and CIO of Diranko Capital and Writer of Contrarian Cashflows. David is one of the best analysts I have had the opportu...
Exor's Diamonds in the Rough: Ferrari, Lingotto, Philips, Stellantis
> “To move from the old to what is about to come is the only tradition worth keeping.”
Svenska Handelsbanken's Next Era
Over the past 4 years, I’ve delved into trying to get a better understanding of the banking industry, primarily in the US. As a value investor, the banking industry is fascinating. There are a number of dynamics that create price dislocatio...
Svenska Handelsbanken's Blueprint For Better Banking
Next week, October 9-12, I will be in Stockholm, Sweden, for on-the-ground research of the Scandinavian banking industry. There are a number of fascinating banks in the region, and I am looking forward to connecting with those involved in t...
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Authors
The writers behind this newsletter.
Analyzing High-Quality Long-term Businesses. | Co-Author of Early Bird amzn.to/3r5w3D0
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