Phil Timyan
8.4K posts

Phil Timyan
@PhilTimyan
Private investor, hedge fund manager, and blogger with over 25 years professional experience in community bank stock investment and shareholder activism.

@TimyanBankAlert Wow! wow! wow! > $50 / share. What an amazing premium. Puts other WI banks in play? LRBI, BCOW?




Yes oil prices will increase PPI. Just glad I have a nice ladder going with a fair amount of bonds maturing and loans repricing in the next 12 months.





Another potentially interesting new bank charter application. Based on the names of the organizers, this one appears to be associated with the people behind the German fintech Ivy. It also includes a few other familiar names texaspublicnotices.com/(S(mantf3yklaf…





$265 Million Loan Default Anticipated @trdny reports Starwood Capital faces default on a $265M CMBS loan for a 22-hotel portfolio. This follows a similar distressed $577 Million hotel loan that Starwood is resolving via asset sales.

Cambridge Financial Group agreed to buy First Seacoast Bancorp $FSEA for $80.9 million in a deal expected to close in the third quarter. thebankslate.com/2026/05/cambri…








