Banking Industry

Microcap OTC Bank Lists on NASDAQ at Attractive Valuation

15.0% Avg. ROE; ~30% efficiency ratio; superb credit quality

Aug 5 • Adam Mead

Hingham Savings Q2 Update

A few bumps in the road amid meaningful progress; a busy quarter in the investment portfolio; valuation remains attractive.

Jul 22 • Adam Mead

Bank of South Carolina

Taking another look at a well-run small bank in the South.

Jul 16 • Adam Mead

Hingham Savings (HIFS) Valuation Update

Prior HIFS Posts

Mar 11 • Adam Mead

Small Cap Bank Earning 14% ROE at 0.94x BV

$75MM for a $600MM asset bank with 15% capital

Feb 18 • Adam Mead

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

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