External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

New York Community Bank / Equity Bottom-Up

<ul><li>Long position recommended in NYCB Series A 6.375% Pfd as strategic play on lower interest rates and $1bn common equity capital injection</li><li>Bank expected to become profitable in 12 months, normalizing debt component of capital structure and potentially leading to credit stack re-rating</li><li>Investment seen as "free-riding" for preferred holders, with key points including new management and Board, private equity involvement in underwriting loan book, and anticipation of turnaround plan success.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Long position recommended in NYCB Series A 6.375% Pfd as strategic play on lower interest rates and $1bn common equity capital injectionBank expected to become profitable in 12 months, normalizing debt component of capital structure and potentially leading to credit stack re-ratingInvestment seen as "free-riding" for preferred holders, with key points including new management and Board, private equity involvement in underwriting loan book, and anticipation of turnaround plan success.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

New York Community Bank (Nycb Pr.a) - Tuesday, Aug 6, 2024

High Conviction Concentrated Growth Investing, Fallacy Alarm

Fallacy Alarm

High Conviction Concentrated Growth Investing

High conviction concentrated growth investing. Blends single stock, macro and thematic research into powerful long and short ideas. I am convinced that a robust and comprehensive investment process requires macro and micro considerations. And it requires a deep understanding what you are looking for and what you are invested in. Digitization has changed the dynamics both how businesses operate and how investors compete for returns. Ideas can scale much faster and fail much faster than before. The biggest value creation happens before it can be spotted in financial statements. As a result, my approach can be best summarized as high conviction, high concentration growth investing, embedded into a macro framework built on the realization that our current demographic set-up, monetary paradigm and innovation cycle will likely deliver a strong decade for nominal and real returns of productive assets.

<ul><li>March 2023 was a noteworthy month for US stock market investors. It was one of only two significant corrections in an otherwise stellar year.</li><li>The other one was in October driven by an interest rate scare.</li><li>Usually a cocktail of several reasons is needed to create a correction. These typically involve technical, seasonal and fundamental/macro factors.</li></ul>

March 2023 was a noteworthy month for US stock market investors. It was one of only two significant corrections in an otherwise stellar year.The other one was in October driven by an interest rate scare.Usually a cocktail of several reasons is needed to create a correction. These typically involve technical, seasonal and fundamental/macro factors.

United States

New York Community Bancorp, Inc. is a multi-bank holding company. The Company, through its banking subsidiaries, offers a full range of traditional and non-traditional products and services, and originates multi-family, commercial real estate, and construction loans, primarily in the New York metropolitan area.

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New York Community Bank (NYCB US)

New York Community Bank (Nycb Pr.a) - Tuesday, Aug 6, 2024

Long position recommended in NYCB Series A 6.375% Pfd as strategic play on lower interest rates and $1bn common equity capital injection

Value Investors Club

US Banking Groundhog Day?

March 2023 was a noteworthy month for US stock market investors. It was one of only two significant corrections in an otherwise stellar year.

Fallacy Alarm

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