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Firm Returns episodes
- Fast growing UK bank trading at 2.3x PE and 0.19x PB - Part 4
- In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 4 covers the group financials, management and investment outlook.
- Chapters:
- 0:00 Introduction
- 02:06 Income
- 10:00 Financial position
- 25:50 Cash flows
- 29:52 Management
- 36:15 Ownership
- 37:30 Investment outlook - current and forward valuation
- 49:55 Outro
- You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
- Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
- I'm on Twitter at: https://twitter.com/FirmReturns
57 min - Fast growing UK bank trading at 3.7x PE and 0.26x PB - Part 3
- In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 3 provides an in-depth look at the business finance segments and savings.
- Chapters:
- 0:00 Introduction
- 02:33 Commercial finance
- 15:00 Real estate finance
- 39:44 Savings
- 47:29 Rest of report and Firm Returns
- You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
- Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
- I'm on Twitter at: https://twitter.com/FirmReturns
54 min - Fast growing UK bank trading at 5.1x PE and 0.45x PB - Part 2
- In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 2 provides an in-depth look at the vehicle finance segment.
- Chapters:
- 0:00 Introduction
- 01:10 Vehicle finance overview
- 03:50 Product breakdown
- 14:35 Commission and FCA investigation
- 17:50 Loan book growth
- 18:58 Net interest income and risk adjusted income
- 21:53 Market share and competition
- 23:40 Black Horse Limited
- 26:50 Volvo Car Financial Services UK Limited
- 29:32 Close Brothers Group plc
- 32:22 Next episode preview and Firm Returns
- You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
- Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
- I'm on Twitter at: https://twitter.com/FirmReturns
38 min - Fast growing UK bank trading at 5.1x PE and 0.45x PB - Part 1
- In this series of videos I take a look at Secure Trust Bank (STB.L) - a fast growing specialist lender trading at a deeply depressed valuation. Part 1 provides an overview of the company and its history, before looking at the retail finance segment in detail.
- Chapters:
- 0:00 Introduction
- 1:28 Executive summary
- 8:58 History
- 13:00 Retail finance overview
- 19:40 Finance types
- 24:00 AppToPay
- 29:37 Retail partner selection
- 32:02 Customer ratings
- 32:55 Loan book growth
- 34:53 Net interest income and risk adjusted income
- 39:24 Market share
- 41:00 Barclays Partner Finance
- 45:05 Creation Consumer Finance Limited
- 51:14 Novuna Consumer Finance
- 56:15 Klarna
- 1:02:23 Clearpay
- 1:09:45 Zilch
- 1:15:48 Laybuy
- 1:18:55 PayPal
- 1:23:20 Which competitors are most formidable?
- 1:26:35 What's coming up in the next video
- 1:28:20 Firm Returns
- You can read the article here: https://www.firmreturns.com/secure-trust-bank-research-report/
- Where you can also subscribe to my free newsletter to get the articles delivered directly to your inbox.
- I'm on Twitter at: https://twitter.com/FirmReturns
1 hr 37 min - tinyBuild's 2024 half year results and game pipeline review
- In this video I take a look at tinyBuild's (TBLD.L) half year results for the period ending 30 June 2024, as well as reviewing recent and upcoming game releases.
- Chapters:
- 0:00 Introduction
- 1:55 2024 half year results
- 39:25 Recent game releases
- 1:13:05 Upcoming releases
- 1:51:25 My thoughts
- 1:57:12 Firm returns review and outro
- You can read the article here: https://www.firmreturns.com/company-updates-2024-10-07/
- Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
- I'm on Twitter at: https://twitter.com/FirmReturns
2 hr 2 min - FRW Ep. 23 - 2023 box office figures, streaming ratings, and the UK financial services sector
- Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
- Chapters:
- 0:00 Introduction
- 1:00 2023 global box office figures (WBD)
- 18:00 Young Sheldon tops the weekly US streaming charts (WBD)
- 23:52 Aviva completes Optiom acquisition (AV)
- 25:03 Taking the temperature of the UK Financial Services sector (DSW)
- You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2024-01-06/
- Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
- I'm on Twitter at: https://twitter.com/FirmReturns
39 min - FRW Ep. 22 - WBD acquires BluTV, and a look at recent film performance
- Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
- Chapters:
- 0:00 Introduction
- 0:48 WBD acquires BluTV
- 04:20 Wonka and Aquaman 2 ticket sales
- 14:43 Assorted other topics
- You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-31/
- Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
- I'm on Twitter at: https://twitter.com/FirmReturns
23 min - FRW Ep. 21 - Factors impacting the dry bulk charter market, and updates on WBD and TBLD
- Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
- Chapters:
- 0:00 Introduction
- 1:03 Factors impacting the dry bulk charter market (TMI)
- 13:13 Paramount merger talk (WBD)
- 20:50 Details of the equity raise (TBLD)
- 41:47 Versus Evil shut down (TBLD)
- You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-24/
- Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
- I'm on Twitter at: https://twitter.com/FirmReturns
47 min - FRW Ep. 20 - Newsletter overview, and updates on TMI, WBD, and TBLD
- Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
- Chapters:
- 0:00 Introduction
- 1:18 Newsletter overview
- 10:56 Half-year report (TMI)
- 32:32 Board changes (TMI)
- 33:12 Spotify podcast deal (WBD)
- 35:21 Wonka (WBD)
- 37:00 Deadside update (TBLD)
- You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-17/
- Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
- I'm on Twitter at: https://twitter.com/FirmReturns
46 min - FRW Ep. 19 - Important update on tinyBuild (TBLD), and other news for ECOR, WBD, and TMI
- Welcome to another episode of Firm Returns Weekly - where I discuss recent news related to my portfolio holdings and other topics I think might be of interest.
- Chapters:
- 0:00 Introduction
- 0:58 Trading update and equity raise (TBLD)
- 24:38 Four Mile legal ruling upheld (ECOR)
- 26:33 Max in Verizon bundle (WBD)
- 27:44 Upcoming releases (WBD)
- 34:38 Vessel sales (TMI)
- 35:33 Baltic Handysize index (TMI)
- You can read the article here: https://www.firmreturns.com/firm-returns-weekly-2023-12-09/
- Where you can also subscribe to my free newsletter to get the articles in your inbox each week.
- I'm on Twitter at: https://twitter.com/FirmReturns
42 min
About Firm Returns
From the publisher's feed
Podcast discussing value investing and recent write-ups on firmreturns.com.