Talking markets, banks and baseball with Bob Lang

Read More
Comments

Another Takeover- Double our money in less than 2 years

ASB Bancorp was a focus stock in Novemebr of 2015 when the share traded at $20.70. The takeover price works out to a comound retrn of over 60% a year!


SOUTHERN PINES N.C. and ASHEVILLE, N.C., May ...

Read More
Comments

Another Takeover- 2,2 times our money in less than 3 years

We bought this stock in August of 2014. Thsi works out to an annualized return of 33% a year!


SOUTHERN PINES N.C. and ASHEVILLE, N.C., May 1, 2017 /PRNewswire/ -- First Bancorp (FBNC), the parent company of First Bank ...

Read More
Comments

Talking Banks on the morning show

Read More
Comments

Talking banks on the morning show

Read More
Comments

Hey Look!- A focus bank takeover

a 64% gain from our purchase price

Two of the Best Banks in America Join Forces in Bank Merger

CONWAY, Ark. and POMPANO BEACH, Fla., March 27, 2017 (GLOBE NEWSWIRE) -- Home BancShares, Inc. (HOMB) (“Home” or the “Company”), parent company ...

Read More
Comments

Crazy Korean, Morons with Margin and Red Wine

All the buzz today is about the bull markets birthday and a million reasons it will go higher from here. David Tepper yesterday said that while the market is not cheap, it is hard to sell in front of the ...

Read More
Comments

Crazy Korean, Morons with Margin and Red Wine

All the buzz today is about the bull markets birthday and a million reasons it will go higher from here. David Tepper yesterday said that while the market is not cheap, it is hard to sell in front of the ...

Read More
Comments

More Banks , Books and Baseball

I had a chance earlier this week to sit down and chat with Robert Hendershott of Context BH Capital. Context is a fund the employs an event-driven, long/short investment strategy focused on the community and regional banking sectors. They ...

Read More
Comments

More Banks , Books and baseball

I had a chance earlier this week to sit down and chat with Robert Hendershott of Context BH Capital. Context is a fund the employs an event-driven, long/short investment strategy focused on the community and regional banking sectors. They ...

Read More
Comments

Munger, Political Bile and Reading for Fun

How many different ways can I say that the market looks pretty expensive at these levels and a heightened sense of caution is warranted? My basic view of the stock market has not changed in the past week, and I ...

Read More
Comments

Big Guns, Cheap Banks and Sweet Cash

It seems the hedge fund gurus are out in force of late talking about their view of the market. Ray Dalio of Bridgewater penned a piece in a recent edition of The Economist, and he was less than upbeat, to ...

Read More
Comments