District Banker

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    • Fri Aug 15th 09:07 AM
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      Commented on:
      Don't Believe the Lies: Ride the Bank Stocks Bull
      You have to be kidding me. Take a look at Tom Brown's 'Second Curve Capital' 13F and tell me there's no conflict of interest in his calling the bottom. He's gotten his face ripped off in the past 12-18 months, and he's trying to salvage what's left of his portfolio. Bring on 'Third Curve Capital....'
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    • Mon Jun 23rd 15:14 PM
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      Commented on:
      Index Fund Fees, Expensive Tastes and the Dijon Mustard Paradox
      I'd like to read the paper you referenced - but the link didn't work (invalid URL). Any chance you could repose/relink, or did the authors request you remove the link?

      Thanks!
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    • Fri May 2nd 13:53 PM
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      Commented on:
      How To Buy a Bank (and Other Beaten-Down Stocks)
      You really want to pay 2x TBV for HCBK, a company that generates 8% ROTE? Oh, and don't forget that over half of their 1-4 book is purchased (1/3 of which is NOT in NJ, NY, CT). Anyway, enjoy your investment in Interest-Only (they underwrite those), Low Doc/No Doc (yep, they're in those too) mortgages scattered across the country. Their 30 bps of reserves won't cover the losses, but their capital probably will.
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