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Lessons from Ready Cap’s 90% haircut
Time for Inbank (INBC) to move out, DCF for First Northwest (FNWB), North Carolina banking paradise; forced selling at CLBK; Column and Cross River are…
May 28
•
Sam Haskell
20
8
1
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Discussions
May: Western Alliance is the Best Bank. Western Alliance is the Worst Bank
BAFN was what we thought it was; What makes a 20% IRR fund? FNWB is finding its footing at 60% of tangible; Puerto Rico, Make Jonah Marcus a director
May 1
•
Sam Haskell
42
4
2
April: 6% Savings Accounts, 10% Cashback Credit Cards and Banks' Evolution
Wartime portfolio management; the rule of thumb for private credit and BDCs, Embedded Exchanges: TFIN, ARX, FIGR. UBAB's CDFI boomerang. TFIN Born…
Mar 31
•
Sam Haskell
31
3
Please note - 5 Points is not launching any services
This post is to let you know scammers are impersonating me, and will probably continue to for a while.
Mar 22
•
Sam Haskell
1
Fact vs Fiction in the latest Bank Selloff
Don't sleep on multi-strat leverage; Pain in the BaaS at TBBK and CCB, LendingClub and the 5 Points scorecard; AI in financials, Bank7 could be a 10;
Mar 2
•
Sam Haskell
32
9
4
February: Copper in the Financial Sector?
How AMBZ won, Hamilton Group's (HG) advantage, Old Glory Bank (DAAQ), LendingClub's (LC) earnings leap
Jan 26
•
Sam Haskell
19
10
2
January: Fade banks when M&A is delivering weak premiums
Erebor and crypto banks, Prediction markets at HOOD, why tokenize a stock? Patriot (PNBK) games, Isabella (ISBA); WFC won't go too far; fintechs and…
Dec 30, 2025
•
Sam Haskell
17
9
4
December: Figure Outlines the Banking Sector's Emerging Problem
Why buy Jefferies or Blue Owl even in the good times? Truxton vs Butterfield bake off, The bank acquirer Pickett's charge helps Northeast Bank, BAFN…
Dec 1, 2025
•
Sam Haskell
21
24
4
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