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How to Profit from Italian Government Inefficiency: A Cheap Sleeper Bank With Lots of Upside
This isn’t just a cheap stock. It’s a compounding machine built on bureaucracy, now trading at 7x with €560M in shareholder returns on deck. And few are…
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5
Things Done Changed: European Bank Picks in 2025
A must read for Euro Bank afficionados
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3
The Bank Portfolio I’d Build Right Now if I Wanted to Beat the Market
A dive into banks. All banks. And nothing but banks.
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3
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How To Value A Bank: A No-Nonsense Guide
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Bank Update: Some Top 10s, Some Not Top 10s, & Hidden Value to Be Uncovered
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1
A Great Set Up in The Caribbean Sunshine
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1
9 Trends Mostly in Banks Both Here and Overseas
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So You Missed Nubank at $5?
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Top 40 Cheapest Banks - A Contrarian's Dream
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3
The Hidden Debt Bomb Behind the Tariff War. And Why It Matters to You
A quick primer on why the tariffs happened, what they mean going forward, and where we're going from here.
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So You Missed Nubank at $5?
Don’t Miss What’s Coming for StoneCo and PagSeguro in Brazil. A vibes dive, looking at PIX, the competitive landscape, valuations, and ways to play it.
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The Big Money Shift: Hidden Global Market Trends, Flows You Can’t Afford to Ignore, And Trump's Effect
Macro thoughts, the U.S. vs. ROW, a dive into Euro Banks, U.S. flows, ROW flows, and my thoughts on what Trump really wants (besides volatility)
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3
Investment Banks Beneath the Surface: Capturing the Winners and Fading the Fakes
A market neutral way to play the investment banks
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Surfing The Market Volatility: 10 Signals Worth Paying Attention To
Some waves for the vibes investor & a 14 day free trial if you're on the fence
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The Shokunin Code
Why mastering one thing, deeply, might be the only path left to fulfillment.
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Private Market Players Are Quietly Winning & Everyone Thinks They'll Blow Up, Which Is Why I'm Interested
If you’re even remotely curious about Alternative Managers, this one is for you.
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Signals Through The Noise.
Recommendations
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Max Dividends
Max Dividends
Max Dividends
Unfiltered by Tim Denning
Unfiltered by Tim Denning
Tim Denning
The Finance Blueprint
The Finance Blueprint
The Finance Blueprint
User's avatar
Musings on Markets
Aswath Damodaran
The Bubble Bubble Report
The Bubble Bubble Report
Jesse Colombo
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