Published: August 27, 2015
The TARP warrants were originally issued to the government when the Treasury provided capital to the banks and other institutions during the financial crisis. Sometimes when you provide a large amount of capital in the form of debt or preferred shares you may also receive warrants to participate ...
Published: April 03, 2015
Corsus Capital is long Citigroup. To find our investment we have used various screeners based on parameters such as P/E, P/TBV, CET1, PB, efficiency ratio, DTA schedule etc. to identify a company that is not only trading at a significant discount to peers but also has a significant potential for ...
Published: September 04, 2014
Many investors have continued to avoid the large money center banks and their valuations reflect such avoidance and JP Morgan even more so than the others. Do these low valuations reflect the turbulences of yesterday, or tomorrow? I would argue rear view mirror assessment on the headline inducing...
Published: April 04, 2013
Wells Fargo TARP warrants presents an interesting, cheap, low risk way to leverage on Wells Fargo excellent culture and financials and profit enormously from the bank stock appreciation.
Published: December 20, 2012
Bank of America is rapidly becoming a lean, mean profit-making machine. Through cost cutting, lower delinquencies and lower litigation, BAC has earnings power over $30bn and is worth $25 per share.
Published: June 21, 2012
Goldman has been hit from every angle recently. Some of the challenging factors include subpar loan demand, low M&A, IPO and other investment banking business, regulatory threats, market deleveraging, lower company leverage, constant criticism etc. This has resulted in one of the world’s premier ...
Published: June 21, 2012
Goldman has been hit from every angle recently. Some of the challenging factors include subpar loan demand, low M&A, IPO and other investment banking business, regulatory threats, market deleveraging, lower company leverage, constant criticism etc. This has resulted in one of the world’s premier ...