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Strategies & Market Trends : Value Investing

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To: Lazarus who wrote (57320)5/23/2016 6:55:35 PM
From: Graham Osborn  Read Replies (2) of 78741
 
TBNC's management sound like the kind of guys I'd want running my bank. Great perspective on consumer lending. Total credit card balances are nearing 1T, the first time since the mid 2000s. LC and ONDK are on the verge of collapse. And the megabanks are clearly drinking the Kool-Aid as well. Maybe TBNC is smart enough to ride out a downturn and even pick up some of the pieces.

I just might have a look at this bank. That's saying something as I haven't seriously considered longing a stock in over 6 months.
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