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
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