Derek Pilecki

Join Derek Pilecki, a seasoned portfolio manager at Gator Capital Management, as he delves into the intricacies of today's investment landscape. He shares his strategy for targeting a potential 26% IRR and the impact of recent financial turmoil, including the 2023 bank failures. Discover his insights on evolving value investing, opportunities in regional banks and fintech, and how interest rate cuts could shape the economy. Derek also discusses his view on Robinhood's turnaround and offers a compelling investment thesis for WEX Inc.

Derek Pilecki, managing member and portfolio manager at Gator Capital Management, shares his journey in launching a financials-focused fund just before the Lehman Brothers collapse. He discusses achieving an astounding 21% annual return while navigating the 2008 crisis, including strategies like aggressive trading and focusing on undervalued stocks. Derek reveals why he's bullish on financial companies, highlights a remarkable 186% return in 2009, and discusses his top position in First Citizens Bancshares amidst current market conditions.

Derek Pilecki discusses financial sector trends, Western Alliance Bancorporation, Capital One, regulatory environment impact, election effects on banks, Robinhood, Fannie's and Freddie's, buybacks insights, and why banks are viewed as below average businesses.