IAT: Cockaroaches Don't Tempt Me
Seeking Alphaยท2025-10-20 14:22
I am not a fan of regional banks; for the most part, they have poor competitive advantages vs larger peers and more innovative fintech. This is born out in generally weak returns with elevated risksExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehe ...