Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

SVB Financial Group Continues To Look Like A Core Position

In late April, I wrote an article discussing SVB Financial Group (NASDAQ:SIVB) and some of the things that they do well in a unique niche of banking. I was particularly interested in the stock at that point, which can sometimes differ from being interested in the company, because the stock had recently experienced a $17/share drop from ~$130 to ~$113/share, in total a 13% hit (the stock would fall as low as ~$100/share for a total drop of 23%). After initiating a position from a technical interest standpoint, I did some extensive research into the company and became a huge fan of the company as a fundamental bull case as well. The stock has since recovered from the...

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