Thrift Conversion Roundup - May 2023
A bit of news, links, and updated thrift results| Conversion Confidential
A bit of news, links, and updated thrift results| Conversion Confidential
A bit of news, links and other interesting thrift stuff| Conversion Confidential
Reviewing the prospects of this New Hampshire based thrift with an upcoming second-step conversion| Conversion Confidential
A look at the recent TCBC 2Q results & proxy statement| Conversion Confidential
Reviewing the second quarter results from a few of the thrifts I follow closely| Conversion Confidential
Highlighting the numerous thrifts approaching their one year conversion anniversary| Conversion Confidential
A small thrift on the Florida-Georgia line to keep your eye on| Conversion Confidential
Using relative valuation to help to triangulate a target price| Conversion Confidential
Cheap + overcapitalized = a solid opportunity to continue repurchasing shares| Conversion Confidential
The general approach and application of liquidation valuation| Conversion Confidential
Preliminary takeaways from the initial review of the VCF Bancorp Prospectus| Conversion Confidential
An interesting trend develops in bank investment portfolios and my local observations in CRE| Conversion Confidential
Regulatory reports filed with the Federal Financial Institutions Examination Council (FFIEC) can aid bank investors| Conversion Confidential
Preliminary takeaways from the initial review of the ECBK prospectus| Conversion Confidential
What to look for when evaluating whether a thrift is a potential takeout target| Conversion Confidential
NECB reports the first full quarter of results subsequent to its second-step conversion| Conversion Confidential
The internal workings of a thrift turned one part public, one part private| Conversion Confidential
A NYC based bank that recently completed its second-step conversion| thriftconversionconfidential.substack.com
Investment analysis & insights on the little known world of thrift conversions. Click to read Conversion Confidential, by Shadowridge Value, a Substack publication with thousands of subscribers.| thriftconversionconfidential.substack.com
The final step of a thrift converting to the more recognizable bank structure| thriftconversionconfidential.substack.com
