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2025-12-08 21:40:51
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Victaurs | Substack Subscribe Sign in Home Chat Archive Leaderboard About All My Posts As Of 10/15 Indexed Plus an index of all the pieces I've written in one place READ THE LATEST Recent posts View all Public Bank Screen: November TBVPS & Valuations Largest Public Banks People love to make bank investing sound complicated. 13 hrs ago • Victaurs 5 Bank Activism Has Limits Despite What CNBC Wants You to Think What they're getting right, what you need to know, and who could be next Oct 30 • Victaurs 18 Transocean (RIG) From Fish Oil to Deepwater: Not a Texas Hedge For Higher Rates I once lost a small fortune betting on a fish oil patent and a federal judge’s opinion. Oct 28 • Victaurs 20 Flagstar (FLG): Still Somewhere Between A Dumpster Fire & A Discarded Gem I still like betting on the ugly ones. Oct 24 • Victaurs 21 1 A Thank You to the Regional Bank Doomers (for Calling the 832nd Crisis) This one’s b...
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