Derek Pilecki on X
$GS counting AUM from the NN Investment Partners acquisition as Net Inflows during Q2 is not a good look.
Monday, July 18
Monday, July 18, 2022
Everything we published on this day.
3 stories
Derek Pilecki on X
Since $SYF reported earnings in Jan 2015, the stock is unchanged and has returned 2% annually (due to dividends) vs 9% for the $XLF. It underperformed because the multiple has gone from 12x to 5x. EPS have compounded 11%...
Derek Pilecki on X
($SYF cont) Shares out declined 42%. They just improved loan loss guidance. They still have too much capital. The stock popped 5% at today's open but finished close to unchanged. At 5x, it seems like an interesting stock if we don't have a consumer-led recession.
