Banking Industry

Deep Dive: Hingham Institution For Savings ($HIFS)

Perhaps a once-in-a-generation entry point.

Mar 29 •

112: More Thoughts On Banks' HTM Portfolio; Boston Fed Paper

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Dec 20, 2023

100: Interest Rates & Bank Balance Sheets

Thinking through the fair value of loans and the equity value of banks.

May 11, 2023

75: WAYN: An Interesting Bank Turnaround

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Jun 22, 2022 •

55: Why Equity Investors Should Know The Five C's Of Credit?

Rule #1: Don't lose money; Rule #2: Don't forget rule #1

Feb 18, 2022 •

48: 1/26/22 Watchlist Update; Adding Jack Henry (JKHY)

170 feet below a mountain in Missouri lies a fiercely guarded treasure. Bank data.

Jan 26, 2022 •

36: Munger's Ancestors; A Bankers' Duty; Portfolio Management; Thoughts On Cost Basis

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Dec 8, 2021 •

Easy Money = Future Pain (#8)

Overreliance on fees is a threat to certain banks' profitability

Jun 3, 2021 •

Broadening Buffett's Look Through Concept (#7)

Buffett's look-through earnings concept works in different ways, including risk management

May 28, 2021 •

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