Conversion Confidential

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Thrift Conversion Roundup - May 2023
A bit of news, links, and updated thrift results
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Shadowridge Value LLC
11
Thrift Conversion Roundup - January 2023
A bit of news, links and other interesting thrift stuff
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Shadowridge Value LLC
6
First Seacoast Bancorp (FSEA)
Reviewing the prospects of this New Hampshire based thrift with an upcoming second-step conversion
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Shadowridge Value LLC
3
TC Bancshares (TCBC) 1H22 Update
A look at the recent TCBC 2Q results & proxy statement
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Shadowridge Value LLC
Thrift Conversion Roundup - August 2022
Reviewing the second quarter results from a few of the thrifts I follow closely
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Shadowridge Value LLC
Thrift Conversion Roundup - July 2022
Highlighting the numerous thrifts approaching their one year conversion anniversary
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Shadowridge Value LLC
2
Conversion Confidential Moving to an Ad Hoc Basis
Greetings everyone! Somehow, it’s already been seven months since the first issue of Conversion Confidential. Since then, I’ve written a post ne…
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Shadowridge Value LLC
8
TC Bancshares Inc (TCBC)
A small thrift on the Florida-Georgia line to keep your eye on
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Shadowridge Value LLC
2
Conversion Confidential
Investment analysis & insights on the little known world of thrift conversions
Recommendations
5 Points
5 Points
Sam Haskell
Net Interest
Net Interest
Marc Rubinstein
B
Base Hit Investing
John Huber
Exploring with Alluvial Capital
Exploring with Alluvial Capital
Dave Waters

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