I just had my first article published on Seeking Alpha in almost two years!
My most recent article was inspired by a message sent to me by a reader about my last article, which described how the publicly stated return on equity of the Crédit Agricole regional banks dramatically understates their profitability. Instead, he argued, a better way to analyze them is to look at their book value per share growth and annual dividends, the same approach I used in my previous articles about investment companies such as Anworth
Mortgage, Dynex
Capital, and Sixth
Street Specialty Lending.
After reading his message, I was inspired to write an article analyzing Credit Agricole Du Languedoc, one of the Crédit Agricole regional banks, using that methodology; you can check it out here.
Thursday, May 2, 2024
Credit Agricole Du Languedoc's Past Value Creation May Offer Insights Into Its Future Returns
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