Jeff K Davis

Long-time bank analyst, advisor & investor, MD-FIG @ Mercer Capital, S&P Capital IQ Pro contributor & Nashville aficionado. RT ≠ endorsement

[Jeff K Davis @JeffKDavis1]

@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.

[Jeff K Davis @JeffKDavis1]

@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

[Jeff K Davis @JeffKDavis1]

@junkbondinvest An oustanding analysis/post

[Jeff K Davis @JeffKDavis1]

Nashville Notes: Two pillows | S&P Global Market Intelligence https://t.co/BhdVxGOqLo

[Jeff K Davis @JeffKDavis1]

Nashville Notes: Citigroup and the M&A irony | S&P Global Market Intelligence https://t.co/u9U3JTpYFB

[Jeff K Davis @JeffKDavis1]

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

[The Boring Company @boringcompany]

Team photo inside the tunnel - Nashville has great rock!

Come dig with us. Open positions:
https://t.co/XHt2I0Okk4

[Jeff K Davis @JeffKDavis1]

@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.

[Jeff K Davis @JeffKDavis1]

Nashville Notes: Illiquidity as an asset class | S&P Global Market Intelligence https://t.co/WGTSV5jCpj

[Gov. Bill Lee @GovBillLee]

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.

[Timyan Bank Alert @TimyanBankAlert]

MC Bancshares to Merge with DMMS Purchaser, Inc. https://t.co/YPtE0BlRJf

[Timyan Bank Alert @TimyanBankAlert]

CVB Financial $CVBF and Heritage Commerce $HTBK Announce #BankMergers https://t.co/MDrh5FmObN

[Timyan Bank Alert @TimyanBankAlert]

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

[Timyan Bank Alert @TimyanBankAlert]

South Plains Financial $SPFI acquiring Bank of Houston, increasing the scarcity value of Plains Acquisition Corp.

https://t.co/YkJbo8t4dU

[Jeff K Davis @JeffKDavis1]

@Schornack ASB M&A in your area:
https://t.co/fAQIAmYHKb

[Dr. Alex Wissner-Gross @alexwg]

https://t.co/uR57YAUnhs

[Kieran Goodwin @kieranwgoodwin]

$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 ..

[Timyan Bank Alert @TimyanBankAlert]

So far in 2025, there have been 15 CU purchases of banks implying (attorney Bell is quoted as saying we’ll get into the 20s) that there are 5 or 6 more to be announced by year end.

[Jeff K Davis @JeffKDavis1]

Data Dispatch: First Horizon has paths forward as a buyer or a seller | S&P Global Market Intelligence https://t.co/TwxYRottHl

[Timyan Bank Alert @TimyanBankAlert]

RICHMOND MUTUAL $RMBI AND THE FARMERS BANCORP ANNOUNCE TRANSFORMATIONAL STRATEGIC MERGER https://t.co/fhTJLiRn3R