Recently converted thrift trades at 65% of book value, has lots of excess capital, pristine credit quality, is buying back meaningful amounts of its stock, and has consistent insider buying| basehitinvesting.substack.com
His investment decisions are not economic or market predictions, but just a byproduct of the huge size of his portfolio and how few stocks he can buy. Below is an estimate of his investment universe.| basehitinvesting.substack.com