Sam Haskell, CIO of Colarion Partners and Editor of the 5 Points newsletter on Substack, is today's guest on the Yet Another Value Podcast. In the last few months, we've been covering all aspects of the financial sector, banks in particular, so we had Sam on today to get his thoughts on wide array of topics in this space, and what he's focused on in these current market conditions.
For more information about Colarion Partners, please visit: https://colarionpartners.com/
You can subscribe to Sam Haskell's Substack "5 Points", here: https://fivepoint.substack.com/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:45] Sam Haskell's thoughts on the financial space, in general
[4:20] Generic banks - what Sam is focusing on these days in the current environment
[6:52] Hawaiian banks $BOH
[11:08] Puerto Rican banks
[14:46] Risk of banks that have a lot of held-to-maturity loans
[18:03] Customers Bank $CUBI
[19:35] Commercial real estate
[29:04] What would Sam like to see banks do with their excess capital
[34:01] Capital One $COF
[36:40] US Commercial REITs
[39:35] Future banking vs Private credit lending
[43:35] Conversions
[48:30] Community banks and M&A
[50:10] ECIP banks
[53:21] $PCB
[57:12] SBA Lending
Today's episode is sponsored by: Stream by Alphasense
Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you.
But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/