Episodios

  • Fast growing UK bank trading at 2.3x PE and 0.19x PB - Part 4

    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

    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

    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
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    37 m
  • Fast growing UK bank trading at 5.1x PE and 0.45x PB - Part 1

    Fast growing UK bank trading at 5.1x PE and 0.45x PB - Part 1
    Oct 19 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 1 provides an overview of the company and its history, before looking at the retail finance segment in detail.
    • Chapters:
      • 0:00 Introduction
      • 1:28 Executive summary
      • 8:58 History
      • 13:00 Retail finance overview
      • 19:40 Finance types
      • 24:00 AppToPay
      • 29:37 Retail partner selection
      • 32:02 Customer ratings
      • 32:55 Loan book growth
      • 34:53 Net interest income and risk adjusted income
      • 39:24 Market share
      • 41:00 Barclays Partner Finance
      • 45:05 Creation Consumer Finance Limited
      • 51:14 Novuna Consumer Finance
      • 56:15 Klarna
      • 1:02:23 Clearpay
      • 1:09:45 Zilch
      • 1:15:48 Laybuy
      • 1:18:55 PayPal
      • 1:23:20 Which competitors are most formidable?
      • 1:26:35 What's coming up in the next video
      • 1:28:20 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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    1 h y 36 m
  • tinyBuild's 2024 half year results and game pipeline review

    tinyBuild's 2024 half year results and game pipeline review
    Oct 13 2024
    • In this video I take a look at tinyBuild's (TBLD.L) half year results for the period ending 30 June 2024, as well as reviewing recent and upcoming game releases.
    • Chapters:
      • 0:00 Introduction
      • 1:55 2024 half year results
      • 39:25 Recent game releases
      • 1:13:05 Upcoming releases
      • 1:51:25 My thoughts
      • 1:57:12 Firm returns review and outro
    • You can read the article here: https://www.firmreturns.com/company-updates-2024-10-07/
    • Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
    • I'm on Twitter at: https://twitter.com/FirmReturns
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    2 h y 2 m
  • FRW Ep. 23 - 2023 box office figures, streaming ratings, and the UK financial services sector

    FRW Ep. 23 - 2023 box office figures, streaming ratings, and the UK financial services sector
    Jan 7 2024
    • Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
    • Chapters:
      • 0:00 Introduction
      • 1:00 2023 global box office figures (WBD)
      • 18:00 Young Sheldon tops the weekly US streaming charts (WBD)
      • 23:52 Aviva completes Optiom acquisition (AV)
      • 25:03 Taking the temperature of the UK Financial Services sector (DSW)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2024-01-06/
    • Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
    • I'm on Twitter at: https://twitter.com/FirmReturns
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    39 m
  • FRW Ep. 22 - WBD acquires BluTV, and a look at recent film performance

    FRW Ep. 22 - WBD acquires BluTV, and a look at recent film performance
    Dec 31 2023
    • Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
    • Chapters:
      • 0:00 Introduction
      • 0:48 WBD acquires BluTV
      • 04:20 Wonka and Aquaman 2 ticket sales
      • 14:43 Assorted other topics
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-31/
    • Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
    • I'm on Twitter at: https://twitter.com/FirmReturns
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    23 m
  • FRW Ep. 21 - Factors impacting the dry bulk charter market, and updates on WBD and TBLD

    FRW Ep. 21 - Factors impacting the dry bulk charter market, and updates on WBD and TBLD
    Dec 26 2023
    • Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
    • Chapters:
      • 0:00 Introduction
      • 1:03 Factors impacting the dry bulk charter market (TMI)
      • 13:13 Paramount merger talk (WBD)
      • 20:50 Details of the equity raise (TBLD)
      • 41:47 Versus Evil shut down (TBLD)
    • You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-24/
    • Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
    • I'm on Twitter at: https://twitter.com/FirmReturns
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    47 m
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