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

January 2023

Thrift Conversion Roundup - January 2023
A bit of news, links and other interesting thrift stuff
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Shadowridge Value LLC
6

December 2022

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

August 2022

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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July 2022

Thrift Conversion Roundup - July 2022
Highlighting the numerous thrifts approaching their one year conversion anniversary
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Shadowridge Value LLC
2

June 2022

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

May 2022

Valuation Methods - Part 2
Using relative valuation to help to triangulate a target price
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Shadowridge Value LLC
Observations from the FFBW 10-Q
Cheap + overcapitalized = a solid opportunity to continue repurchasing shares
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Shadowridge Value LLC
2
Valuation Methods - Part One
The general approach and application of liquidation valuation
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Shadowridge Value LLC
Van Wert Federal Files to Convert
Preliminary takeaways from the initial review of the VCF Bancorp Prospectus
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Shadowridge Value LLC
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