Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Springleaf Holdings Is A Big Winner In A Post-Crisis Financial World

Most people have never heard of Springleaf Holdings (LEAF). That is a shame, because I believe the newly public company and second-largest dedicated provider of installment loans is extremely well-positioned for a rising rate cycle in a post-Crisis financial environment. The stock went public at the end of last year, and a lack of analyst coverage and track record (first earnings date as a public company is scheduled for March 10th), have left the it under-followed thus far.


Springleaf has a few major drivers for long-term share price appreciation. First, while the company has more than 800 offices in 26 states right now, making it the second-largest player in the space behind Citigroup (NYSE:C)-owned One...

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