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Felix's avatar

Agree. In light of all this, I think HIFS could be a very attractive investment at these prices. I'm averaging down at the moment. Any thoughts about it?

P.S. The 'Theory 1 and 2' of banking framework from Matt Levine is useful for thinking about this too.

Adam Mead's avatar

Thanks, I just searched and found some of Levine's work. Are you the same Felix that asked about funding at the HIFS AGM?

Felix's avatar

I'm not. I have yet to watch that.

Levine's newsletter (Money Stuff- Bloomberg Opinion) is fantastic, highly recommend it.

Kelly's avatar

Why JP Morgan does not go to bankcrupt because of interest rate raising risk? What JP Morgan did differently compared to Silicon Valley Bank?

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Finbite Insights's avatar

can't believe i just stumbled onto this, thanks for the insightful breakdown of the numbers!

Adam Mead's avatar

You're welcome!