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Tale of Two Banks: Ameriprise Financial & Bread Financial Holdings
AMP is one of the highest valued banks in the WGA Bank Top 50 test group, currently just below 7x book value. Last year and in 2024, AMP touched 9x book value because of the strong growth in the bank’s core advisory business. The stock has traded off because of fears that AI will displace investment managers and a more general rotation away from financials after last year’s blazing performance.
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May 146 min read


Interview: Dan Sogorka of Sagent Lending Technologies
The new technology that powers the Sagent-Cooper vision for servicing is already proven in the market
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May 16, 20227 min read


Does ICE + Black Knight = Shareholder Value?
ICE buying the revenue streams represented by BKI is a big bet on yesterday, not a bold initiative to change the mortgage industry
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May 11, 20228 min read


The Residential Mortgage Finance Top Twenty Seven
Who is going to acquire and restructure Blend Labs (BLND) before this newbie-fintech-something runs out of cash?
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Apr 4, 20222 min read
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