Firm Returns

De: James Goodwin
  • Resumen

  • Podcast discussing value investing and recent write-ups on firmreturns.com.
    James Goodwin 2023
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Episodios
  • Fast growing UK bank trading at 2.3x PE and 0.19x PB - Part 4
    Dec 14 2024
    • In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 4 covers the group financials, management and investment outlook.
    • Chapters:
      • 0:00 Introduction
      • 02:06 Income
      • 10:00 Financial position
      • 25:50 Cash flows
      • 29:52 Management
      • 36:15 Ownership
      • 37:30 Investment outlook - current and forward valuation
      • 49:55 Outro
    • You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
    • Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
    • I'm on Twitter at: https://twitter.com/FirmReturns
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    57 m
  • Fast growing UK bank trading at 3.7x PE and 0.26x PB - Part 3
    Nov 3 2024
    • In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 3 provides an in-depth look at the business finance segments and savings.
    • Chapters:
      • 0:00 Introduction
      • 02:33 Commercial finance
      • 15:00 Real estate finance
      • 39:44 Savings
      • 47:29 Rest of report and Firm Returns
    • You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
    • Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
    • I'm on Twitter at: https://twitter.com/FirmReturns
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    53 m
  • Fast growing UK bank trading at 5.1x PE and 0.45x PB - Part 2
    Oct 26 2024
    • In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 2 provides an in-depth look at the vehicle finance segment.
    • Chapters:
      • 0:00 Introduction
      • 01:10 Vehicle finance overview
      • 03:50 Product breakdown
      • 14:35 Commission and FCA investigation
      • 17:50 Loan book growth
      • 18:58 Net interest income and risk adjusted income
      • 21:53 Market share and competition
      • 23:40 Black Horse Limited
      • 26:50 Volvo Car Financial Services UK Limited
      • 29:32 Close Brothers Group plc
      • 32:22 Next episode preview and Firm Returns
    • You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
    • Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
    • I'm on Twitter at: https://twitter.com/FirmReturns
    Más Menos
    37 m
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