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Identifying, Structuring, and Sizing a Value Trade
A 4-Step Framework to Separate Value Trades from Value Traps
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Chain Bridge Bancorp - Where Political Cash Sleeps at Night $CBNA
Why Bet on Politics When You Can Bank It?
May 28
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Chain Bridge Bancorp - Where Political Cash Sleeps at Night $CBNA
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It's Just More Fun the Second Time Around - $CBL, You Decide
When Life Hands you Lemons, Declare Chapter 11 and Try Again
Nov 20, 2024
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It's Just More Fun the Second Time Around - $CBL, You Decide
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The Fastest Growing Bank You've Never Heard Of - $VBNK, You Decide
Versabank - The Little Antisocial Bank That Could Pt. 2
Aug 26, 2024
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The Fastest Growing Bank You've Never Heard Of - $VBNK, You Decide
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In a World Full of 50's, A Beautiful 5- $IGIC, You Decide
International General Insurance - The Little Insurer That Could Pt. 2
Jul 18, 2024
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In a World Full of 50's, A Beautiful 5- $IGIC, You Decide
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$CUBI - Trouble in Paradise or an Easy Bar to Clear
My $CUBI Earnings Punt for Today - Manifestation of my low IQ or a Well Reasoned Trade - You Decide.
Apr 25, 2024
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$CUBI - Trouble in Paradise or an Easy Bar to Clear
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$IGIC - The Little Insurer that Could
Diamond out in the open, or Manifestation of my Low IQ - You Decide
Nov 14, 2023
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$IGIC - The Little Insurer that Could
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45% Discount to NAV - BITW - Trap or Compelling Situation? You Decide!
My deranged thoughts - After the Disclaimer, of Course
Oct 19, 2023
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45% Discount to NAV - BITW - Trap or Compelling Situation? You Decide!
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