Jeff K Davis

@TimyanBankAlert Pay-to-trade ~95% ... right center of the fairway ... same with 10.7x P/E with synergies (maybe short rough)

First Hawaiian, $FHB to Acquire TriCo Bancshares $TCBK and Provide Preliminary 2026 Second Quarter Results globenewswire.com/news-release/2…

Watching this Djokovic vs. Sinner match at Wimbledon was nothing short of inspiring. Even though Novak didn’t win, what he has accomplished throughout his career deserves the admiration of every sports fan. At 39 years of age, he continues to compete at the highest level through extraordinary discipline, determination and an unwavering commitment to excellence. The 24 Grand Slam titles speak for themselves, and one can only wonder how many more he may have won had circumstances not interrupted some of the finest years of his career. His journey from humble beginnings to the pinnacle of world sport is a powerful reminder that greatness is earned, never given. It is a story that young people should study for generations. The older I become, the greater my appreciation for just how demanding tennis is on the body. It certainly makes me grateful that I chose golf! To perform at this level at his age is a remarkable achievement and a testament to the importance of looking after your body. Novak has shown the world that proper nutrition, fitness and healthy living are not simply for athletes, they are investments in a better, longer life where you can truly live. I also have always admired the traditions of Wimbledon. The dress code, the respect for the game and its history, and the sportsmanship create an atmosphere of timeless class. And finally, congratulations to @ROLEX. Few companies have supported excellence in sport around the world with such consistency and elegance. Their commitment to preserving the great traditions of competition while celebrating the pursuit of excellence is something I have long admired.

This is Frank.   He is one of the 200+ unsung heroes volunteering to help with agronomy this week @USOpenGolf.   Today alone Frank will fill over 1,000 divots around Shinnecock Hills Golf Club.   He woke up this morning at 2 a.m. to begin his 4 a.m. shift.   People from all around the world come to help out this week. Frank traveled 600 miles from North Carolina.   "For me this is a World Cup, World Series, national championship rolled into one. There's so much preparation that goes into this. It's phenomenal. Golf course superintendents are an incredible community. I wasn't going to miss this."

@DavidBCollum @LukeGromen @CoffeeandaMike BTW re book recs, Stalin's War was a jaw dropper. May have to pull the Maestro title from AG and give it to Stalin for running the table during WW2.

Had fun chat with @LukeGromen on @CoffeeandaMike... youtube.com/watch?v=wHYOit…

@CorpusCol @StocksOddball @BigJohn043 and sold down auto industry exposure in 2005 when auto credit/corp credit generally was well bid by Wall Street, then moved to Dallas in 07 pre GFC/pre-GM/Chrysler bk

@StocksOddball @BigJohn043 I'm not an insider in this market, so not sure. There's not enough incidences to judge overall. Public innuendo is premature. I will say that $CMA is deep in the auto system and in Dallas and didn't do First Brands or Tricolour. So their sniffers work pretty well.

Everyone in the aftermarket auto business knew that First Brands was sketchy. Everyone. I can't believe that some lenders didn't get a wiff of this.

@junkbondinvest An oustanding analysis/post

Wrote a piece on the nuance behind KKR’s attempt to close the discount at $FSK.

Nashville Notes: Two pillows | S&P Global Market Intelligence spglobal.com/market-intelli…

Nashville Notes: Citigroup and the M&A irony | S&P Global Market Intelligence spglobal.com/market-intelli…

@HighyieldHarry Is private credit in a meltdown, or are non- and maybe some institutional investors-panicking to obtain liquidity?

This is the dumbest thing Ares could’ve done. Was obviously going to leak. If you understand private credit there’s nothing to be reassured about, so why the hell are you even having a townhall?

Team photo inside the tunnel - Nashville has great rock! Come dig with us. Open positions: boringcompany.com/careers

@UT_President @SouthwestAir @GovBillLee Great news for East Tennessee as is the short SW flight that has been added between BNA and Memphis. Nonetheless go Dores.

After more than a 21‑year effort, @SouthwestAir is in Knoxville. The first of many flights has taken off! Honored to join community leaders and @GovBillLee to celebrate this tremendous milestone and thank them for their support. More options and more affordable ways to reach Knoxville means a win for our region and for Tennessee!

Nashville Notes: Illiquidity as an asset class | S&P Global Market Intelligence spglobal.com/market-intelli…

We appreciate the TN linemen who are working around the clock to restore power & keep Tennesseans safe. Their unwavering dedication embodies the Volunteer Spirit, & we’re grateful for their service.

MC Bancshares to Merge with DMMS Purchaser, Inc. prn.to/4pCOfz6

CVB Financial $CVBF and Heritage Commerce $HTBK Announce #BankMergers globenewswire.com/news-release/2…

Man who sold $4M worth of $KEY 2 weeks ago says today he has no plans to increase his position. $BNS #CaptainObvious

South Plains Financial $SPFI acquiring Bank of Houston, increasing the scarcity value of Plains Acquisition Corp. spfi.bank/static-files/8…

@Schornack ASB M&A in your area: sec.gov/Archives/edgar…

Banking forces you to operate out in the open. Quarterly numbers, public call reports, external benchmarks. I take it a step further and build in public because talking about the work sharpens the work. Iron sharpens iron. It’s fun, and it builds discipline.

$OTF, Blue Owl Tech Finance Corp went public in June after being private for 7 years (by design) IRR from INCEPTION in AUG' 18 to Friday's close: 5.71% DURING TECH INVESTING BOOM and GOLDEN AGE OF PC But at least 76% of stock is restricted!! Reverse Vol Washing 10.8% becomes tradeable each month for next 7 months which is a huge technical overhang causing BDC to trade at 77% of NAV .. plus 13% of Loans are PIKing ..