Dave Anderson

Anbec Partners

[Dave Anderson @davea500]

@BryanGreenbaum $KEWL (potentially)

[Dave Anderson @davea500]

@TreyHenninger What I think distinguishes $NBN is deposit funding, low-LTV collateral, disciplined underwriting, and a management team that has shown it will walk away or sit on the sidelines when the economics do not work.

[Dave Anderson @davea500]

@TreyHenninger not in this case. give a read, you will be impressed. CEO did this once before too. he is outstanding as is his team

[Dave Anderson @davea500]

@HettyGreen2020 Among other comments, I heard Rick say, ‘If we can sell it, we’ll do more.’ I suspect that if they can’t, they won’t. That suggests he still believes there may be a profitable market for the modified loans. We’ll see.

[Dave Anderson @davea500]

@HettyGreen2020 The market opportunity may actually be improving as SBA eligibility contracts. $NBN’s original structure didn’t work, but hopefully there is still room for a revised product to succeed. Though likely with thinner retained economics than initially envisioned.

[Dave Anderson @davea500]

@thebankzhar strikes me that If Bankroll succeeds, $GBFH could benefit via (1) indirect equity appreciation, (2) recurring banking/payment revenue, (3) low-cost deposit growth, and (4) scalable distribution via enterprise software partners like AXES

[Dave Anderson @davea500]

@CFAs4CFPs Apollo entities back as Def.
https://t.co/mSbLcednYy

[Dave Anderson @davea500]

$ABCP
https://t.co/3mxNcGWXol

[Dave Anderson @davea500]

@CFAs4CFPs No. Judge Cohen had dismissed all personal liability. The First Department modified that ruling and revived Clause (i), remanding it with “difficult to see” language -hardly neutral. On the facts, some material breaches are undisputed. Trial remains set for 11/30/26.

[Dave Anderson @davea500]

@HettyGreen2020 @boujee_banker will be interesting to see what type of deal(s) they ultimately find to sell these loans.

[Dave Anderson @davea500]

@HettyGreen2020 @boujee_banker also, SBA tightening may suppress legacy SBA volume in the short run, but accelerate a long-term move toward the new higher-yield insured lending platform.

[Dave Anderson @davea500]

@HettyGreen2020 The newly disclosed 11–12% yields (slide 18) on insured small balance business loans, combined with 14–15% credit protection, validate as an attractive institutional-grade private credit asset

[todd snider @ToddSnider]

Todd Snider's Best Of All My Songs 6LP Box (Purple Edition)

From Todd: "i consider this six album vinyl project to be the best record i've ever put out. its where i would suggest someone started listening if they'd never heard me before."

The original black pressing sold out fast and it's been the most requested item in Todd's catalog ever since, so we pressed 1,500 more.

Pre-order exclusively in the official TS Shop with shipments arriving June 26.

[Dave Anderson @davea500]

@HettyGreen2020 Sean O'Connor SNEX

[Dave Anderson @davea500]

@boujee_banker @1lemonaday @StocksOddball @QuietProsperity "The current pipeline is as full as we've ever seen, and we're aware of several large transactions that will be coming to the market soon, fueled mostly by M&A." - Patrick Dignan, Executive VP & COO

[Dave Anderson @davea500]

@CountryRoadR @ACapitalLP I see some potential near term catalysts. Motion 37 on the docket for instance.

Docket: https://t.co/muCoHnJS0o

[Dave Anderson @davea500]

@boujee_banker "...in this robust secondary loan market."

[Dave Anderson @davea500]

@boujee_banker i am just content being a shareholder. Thanks, NBN team.

[Dave Anderson @davea500]

@boujee_banker what is my prize?https://t.co/8DpzbCMBF9