5 Comments

I really enjoy these write-ups. Great color and easy to follow outline. Thank you!

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Thank you.

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Happy to do it, thanks for reading Duane!

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It's easier for the reader if the first time you use shorthand like TCE ratio and LTD ratio you instead write Tangible Common Equity 'TCE' ratio and Loan-to-Deposit 'TLD' ratio.

Thanks for the write-up. I'll be very interested to hear if a activist becomes involved as I concur that many of this investments challenges get solved by an activist taking a significant position.

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Agreed Darren, and thanks for that feedback. I do try to do that generally, although I see I did a pretty poor job this go around. The write-ups must be blending together in my head at this point.

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