ConnectOne: Margin Improvement Provides Further Upside

Shares of ConnectOne Bancorp ( CNOB ) have been a moderate performer over the past year, gaining about 6%. During 2025, CNOB completed its acquisition of First of Long Island, expanding it past $10 billion of assets and enhancing its low-costOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me ...