Stephen Rosenman
Long/short equity, deep value, special situations

Great Southern Bancorp: Revenue And Earnings Growth At A Market Discount

Lots of banks surpass analyst estimates. Very few crush them like Great Southern Bancorp (NASDAQ:GSBC). To date, the regional bank has beaten analyst expectations 8 quarters in a row, on average by more than 25%. To my knowledge, no other bank has topped the estimates so reliably and by so wide a margin. Last quarter, the bank trounced estimates by 35%, forcing analysts to raise their estimates for the next two quarters, this fiscal year, and the next fiscal year.

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Moreover, the regional doesn't pulverize estimates through bookkeeping maneuvers like reversing a loan loss provision or a net operating loss. Rather, the beats stem from good old-fashioned banking, characterized by high net...

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