Banking Industry

Nanocap Bank Earning 12% ROE at 0.85x BV

A $15 million US-based bank

Feb 11 • Adam Mead

Triumph Financial (TFIN) Q4 Update

Efficiency, focus, and growth at the forefront heading into 2026

Feb 4 • Adam Mead

Bank of South Carolina (BKSC)

Revisiting a micro cap bank

Dec 17, 2025 • Adam Mead

Hingham Savings (HIFS) Q3 Update

Progress is apparent heading into 2026 amid industry credit uncertainty; valuation remains attractive

Nov 12, 2025 • Adam Mead

Triumph Financial Q3 Update

End game in sight?

Oct 22, 2025 • Adam Mead

River City Bank: First Look

A deeper look at a $5 billion family run California bank.

Oct 15, 2025 • Adam Mead

Kicking the tires on a few banks

A few interesting banks from Bank Director's Top Banks listing, including a merger arb opportunity

Oct 8, 2025 • Adam Mead

Triumph Financial: What's New

A general update on the bank remaking trucking payments

Sep 24, 2025 • Adam Mead

#47: Hingham Institution For Savings 2024 Full-Year Update

"The most dangerous response to short-term challenges is to make changes that have long-term consequences."

Mar 26, 2025 • Adam Mead

Issue 40.2: HIFS Q2 2024 Update

Hingham's return to profitability starts now

Aug 23, 2024

117: Hingham Savings Annual Meeting Notes & Other Updates

Links to some articles and news related to Watchlist companies, plus a sprinkling of commentary

Apr 26, 2024

Deep Dive: Hingham Institution For Savings ($HIFS)

Perhaps a once-in-a-generation entry point.

Mar 29, 2024 • Adam Mead

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