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Bank Update: Some Top 10s, Some Not Top 10s, & Hidden Value to Be Uncovered
Short & sweet today.
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Victaurs
1
How To Value A Bank: A No-Nonsense Guide
Ever wondered how to figure out what a bank is really worth?
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A Great Set Up in The Caribbean Sunshine
After nearly 20 years in the financial trenches, I've seen it all.
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Victaurs
1
9 Trends Mostly in Banks Both Here and Overseas
Coming up for air on a great quarter for financials, cyclicals, and banks (except in Japan)
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Victaurs
Top 40 Cheapest Banks - A Contrarian's Dream
By Current P/TBV and ROTCE Implied Valuation
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3
Idea List: TBV/S Grower Screen
Screening for banks that pass Dimon's test of value creation.
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4
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
The Top 50 Growth Banks in the US, The Top 50 TBVPS Growers, Some Over/Under Valued Names, and Future Bank Alpha
Premium Members Only Deep Dive
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Victaurs
5
Nubank: A Post Earnings Crash & What Everyone Is Missing
Recent vibes, an 8 quarter look back, the FX blame game, NIM compression, expansion report, the defensive pivot, Brazil's a mess, and management's tone…
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Victaurs
2
The Golden Age for Banks & 3 Bullish Tailwinds + A Time Capsule
Stanley Druckenmiller once said, "Invest in where the situation will be 18 months from now, not where it is today." That principle is more relevant than…
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Victaurs
Blood in the U.S. Banks: Sifting Through the Damage for Bank Shorts & Longs
Premium member only deep dive into the Trump induced U.S. Bank damage.
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A Sentiment Shift Coming That Most Aren't Aware Of ...
Coming off the Trump election win, November saw nearly $10 billion flood into financials and bank stocks rally 15%.
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