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Banking  // Browsing posts in Banking

Bank of the Ozarks Is Aggressive But Not Reckless in Key Markets (OZRK, HOMB)

Research Question: Are Bank of the Ozarks and Home Bancshares taking on outsized risk in order to gain share in the New York City and South Florida multifamily and condo construction markets? Companies: ARI, BAC, BK, BXMT, COF, CSE, EPA:KN, HOMB, ISBC, JPM, LADR, MTB, OZRK, PACW, STWD, TD, VNO, WFC By: Seth Agulnick Click […]

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Rising Delinquencies the New Normal for Subprime Auto Lending

Research Question: Are rising delinquencies of subprime auto loans signs of a bubble set to burst, or are they the new normal? Companies: ALLY, CACC, COF, F, GM, JPM, SC, WFC By: David Franklin Click here to download report (.pdf)   Summary of Findings Rising delinquencies are the new normal for the subprime auto loan industry. […]

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Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Multi-Family Construction Lending Idea Proposal (HOMB, OZRK)

Are Bank of the Ozarks and Home Bancshare taking on outsized risk in order to gain share in the NYC and south Florida multi-family and condo construction markets? Report Available: April 6, 2017   Blueshift’s initial research found OZRK and HOMB expanding through strategic acquisitions of other banks and new loans, especially in the multi-family […]

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Lending Club Idea Proposal (LC)

Lending Club Idea Proposal (LC)

Is the appetite for consumer credit loans from small and regional banks robust enough to return Lending Club to growth in 2017? Report Available: April 6, 2017   Blueshift’s initial research shows LC just coming out of remediation and recovery mode from an internal investigation that found irregularities and led to the resignation of the […]

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Auto Lending Idea Proposal

Auto Lending Idea Proposal

Are rising delinquencies of subprime auto loans signs of a bubble set to burst or is it the new normal? Report Available:March 22, 2017   Blueshift’s initial research shows subprime auto loan delinquencies continuing to increase. According to the S&P Global Rating data, 1 in 5 borrowers in the subprime category are 60 days behind […]

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Subprime Auto Loan Market Conditions Are Deteriorating

Research Question: Is the subprime auto loan industry in a bubble that will burst in the next 12 to 18 months? Companies: ALLY, COF, JPM, SC, WFC By: David Franklin Click here to download the report (.pdf)   Summary of Findings Subprime auto loan market conditions have deteriorated since Blueshift Research’s 4 report, in which only three […]

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Bats Global Has Major Hurdles to Catching NYSE and Nasdaq

Research Question: Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Companies: AMTD, AXP, BAC, BATS, BCS, BLK, CME, CS, DB, GS, IAP, ICE, IVZ, JPM, KCG, MS, NDAQ, SCHW, STT, TRI, TYO:8604, VIRT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Bats Global […]

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Subprime Auto Loan Idea Proposal

Subprime Auto Loan Idea Proposal

Is the subprime auto loan industry in a bubble that will burst in the next 12-18 months? Report Available: August 17, 2016   Blueshift’s initial research shows record highs for total auto loans exceeding $1 Trillion, average loan amounts of $30,000, average monthly payments of $500, and average length of payment of 68 months. At […]

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Bats Global Markets Idea Proposal

Bats Global Markets Idea Proposal

Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Report Available: August 10, 2016   Blueshift’s initial research showed BATS with an opportunity to gain ground on its primary competitors, NDAQ and NYSE. It has substantial room to grow its market data offering, it can potentially increase revenue […]

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Mar 18 2016 Banking, Technology

Q2 Holdings Poised for Growth Due to Increasing Demand and Happy Customers

Research Question: Is Q2 Holdings meeting customer expectations, and will it see meaningful organic and cross-selling success in 2016? Companies: ACIW, CSVI, FDC, FIS, FISV, INTU, JKHY, NCR, NVAFF, PYPL, QTWO, TSE:DH By: David Franklin Click here to download the report (.pdf)   Summary of Findings Q2 Holdings Inc.’s (QTWO) customer satisfaction levels are high, […]

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