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Thrift Conversions


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dcolon / oddballstocks


Count me in too!


I did some work on a number thrift names about 18 months ago or so.  I found the changed regulatory environment, dividend waivers etc. all a bit disconcerting; it felt wrong to be extrapolating the past onto a (potentially) new landscape.  Also, I felt that, were I to invest here, I should probably own small positions 10 or 15 names to get exposure to a 'theme', rather than individual names, and there's a lot of work involved in tracking such a number.


However if there are others with interest and experience, it would certainly be of interest.......

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