Following Great Public Companies, Watchlist Investing

Watchlist Investing

Following Great Public Companies

Exploring timeless investing concepts in the search for great businesses.

Equity Bottom-Up

<ul><li>Included in bank earnings is a provision for loan losses.</li><li>In a perfect world, management would know exactly which loans would go bad and how much money they would lose on those loans.</li><li>In reality, estimates are required. Like insurance companies, banks typically apply a statistical model based on the risk rating classification of their loan book plus any specific reserves. <p></p></li></ul>

Included in bank earnings is a provision for loan losses.In a perfect world, management would know exactly which loans would go bad and how much money they would lose on those loans.In reality, estimates are required. Like insurance companies, banks typically apply a statistical model based on the risk rating classification of their loan book plus any specific reserves. 

90: Adventures In Accounting: Triumph Bancorp ($TBK) Charge-Off Analysis

<ul><li>A conversation with a new friend led me to take a look at Triumph Bancorp.</li><li>This friend knows the leadership of TBK and urged me to take a look. This quick look might turn into full <a href="http://www.watchlistinvesting.com" target="_blank" rel="noopener">Watchlist Investing Deep Dive</a>.</li><li>Right now it’s more of a way for me to think through my first impressions of TBK and its business.</li></ul>

A conversation with a new friend led me to take a look at Triumph Bancorp.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.Right now it’s more of a way for me to think through my first impressions of TBK and its business.

United States

Triumph Financial Inc. offers traditional banking products as well as commercial finance products to businesses that require specialized and tailored financial solutions.

Triumph Financial (TFIN US)

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

Watchlist Investing

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.

Watchlist Investing