Hi Folks! After a bit of a hiatus, I’m glad to return to this blog. I have a new experiment to write about. For the next few months, I’m going to be trying to improve the quality, amount, and speed of the feedback we get as we build our business, Dogpatch Technology. One of the […]
A Quick Thought on “Twist”
Looks like a great buying opportunity for great banks. Prices were low, they’re going lower. Killing the yield curve is going to seriously hurt banks as they’re trying to regain capital. However, this too shall pass. Strong, well capitalized banks not entirely dependent on the yield curve will make it through this and may even […]
How to Stop Writing Blog Posts and Focus
Vacations are wonderful. They give you perspective and are vital to your work life. Never think that it’s a virtue to not take vacations. Good minds needs rest and perspective. And the insights are wonderful. My main insight from this last vacation: it’s time to focus. Meaning, this blog will be taking a backseat to […]
Vacation!
On vacation in Alaska and west Texas for the next two weeks and internet connections will be spotty. See you all after labor day.
Bank Valuation Made Simple
After going through the bank analysis series (parts 1, 2, 3, 4) and determining if a bank is one of the few worth taking a look at, the valuation part works out to be pretty simple in practice. Bank valuation can be made a great deal more complicated than it needs to be. Sure, you can […]