bullish•Triumph Financial•03 Dec 2022 09:12
90: Adventures In Accounting: Triumph Bancorp ($TBK) Charge-Off Analysis
In a perfect world, management would know exactly which loans would go bad and how much money they would lose on those loans
bullish•Sherwin Williams Co•06 Oct 2022 08:27
85: Watchlist Update: Adding Sherwin-Williams
Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).
bullish•Sherwin Williams Co•17 Sep 2022 04:56
83: Initial Thoughts On Sherwin-Williams (SHW)
My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.
bullish•Triumph Financial•03 Sep 2022 10:54
82: Quick Look: Triumph Bancorp (TBK)
This friend knows the leadership of TBK and urged me to take a look. This quick look might turn into full Watchlist Investing Deep Dive.
bullish•Thematic (Sector/Industry)•01 Sep 2022 08:45