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Colarion Partners' Sam Haskell on the financial sector and banks

Yet Another Value Podcast

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Capital One and the US Commercial Real Estate Trust

The late GMPs had a really interesting way of trying to deal with the distress and the funding issues. They basically all stopped making loans in Q123, right? So that was just, hey, let's see. Let's agree to capital. How do you look at those guys? Well, if you're not doing business, you're kind of running yourself out of business over time. And why would you be doing that? It's just because your opportunity set is not what you want it to be. But then I personally, I would kind of lean into the, yeah, but these are quite levered.

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