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Private Bank of America PBAM: Experiencing the Tailwinds of California Banking
Over the last 5 years, the company has grown tangible book value at 20.4% annually.
Nov 13
•
Soren Peterson
6
1
1
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Exor's Diamonds in the Rough: Ferrari, Lingotto, Philips, Stellantis
“To move from the old to what is about to come is the only tradition worth keeping.”
Oct 31
•
Soren Peterson
7
4
1
Svenska Handelsbanken's Next Era
Last week, I traveled to Stockholm, Sweden, to conduct on-the-ground research on Svenska Handelsbanken, which has been referred to as Sweden’s ‘Most…
Oct 23
•
Soren Peterson
4
6
1
Svenska Handelsbanken's Blueprint For Better Banking
Next week, October 9-12, I will be in Stockholm, Sweden, for on-the-ground research of the Scandinavian banking industry.
Oct 3
•
Soren Peterson
8
1
FFB Bancorp: A Davis Double Play in the Making
FFB leverages its payment services as a differentiator in the industry.
Sep 25
•
Soren Peterson
11
2
The Bubble Triangle Of Today
We are experiencing elements of a case study of a financial bubble, and most don’t even realize it.
Sep 18
•
Soren Peterson
8
2
1
The Intelligent Bank Investor
Back in Graham’s day, there were far more mispriced opportunities. I believe in certain industries, many still can exist today.
Sep 11
•
Soren Peterson
8
1
Oak Valley Bancorp (OVLY): Winning The Deposit Game
Oak Valley Bancorp (NASDAQ: OVLY)
Sep 4
•
Soren Peterson
8
1
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