HeyJaredCommunity Bank Investor
Investing in Community Banks with a Deep Value/Private Equity Mindset
- Indexed issues, last 90 days
- 17
- Latest publication
- Oct 1, 2026
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- Earliest in this view
- Aug 20, 2026
Latest issues
Community Bank Investor (opens the original)
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There is finally a whiff of napalm hanging around the financial markets. As we warned you it would, most of it is drifting up from the bond and credit markets, which happen to be where the adults keep their money and where the truth tends to show up first.Bonds are selling off hard, and the pace picked up today. The two-year Treasury yield has climbed back to levels last seen in 2002. Ten-year futures have dropped to levels last seen in 2007. Those are not typos, and you will not hear them menti
Portfolio Review (opens the original)
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The core Community Bank Investor portfolio is doing exactly what it was built to do. Twenty of the 22 banks in the core list trade above the price where we bought them, and the average gain from entry is 34.7%.Nobody is hitting home runs every at bat. We are drawing walks, slapping singles and keeping the line moving. That is how you win over a long sea… Read more
Community Bank Investor (opens the original)
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7 little baseballs and only swung at the ones he knew he could drive. Everything else he let go by, even when the crowd was yelling at him to do something.This week the market threw a lot of pitches.Treasury yields jumped across the curve. The Fed raised rates again and told us it might not be done. The FDIC dropped two proposals that could make life easier for state-chartered banks and the people who want to buy them. The Fed’s top supervisor stood up and said, in effect, that her own examiners
The Future of Banking (opens the original)
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Tim Melvin: We’re on. Hey guys, Tim Melvin here for Community Bank Investor, and I’ve got a treat for you today. We’re going to talk about the future of banking with an old family friend, all-around good guy, and self-described explainer in chief when it comes to crypto, blockchain, and all things digital in financial services. It’s my old friend Omid Malekan who I’ve known forever and about three days. Since he grew up, which I pretty much watched, he’s written a couple of books: Re-Architectin
Portfolio Review 09-17-2026 (opens the original)
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The buy list takes on a new shape this week. Going forward it splits into three distinct sections. The core portfolio remains our primary holdings, built on maximum capital, strong loan books, no hidden off balance sheet problems, and committed shareholders with real skin in the game. A special situations and turnaround section carries a somewhat more a… Read more
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