[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@colarion](/creator/twitter/colarion) "There may be no US company I certainly believe no US bank with a larger disconnect between current multiple and takeout multiple than BayFirst $BAFN. XX% of tangible book with XX locations across Tampa St Pete and Sarasota. Marine $MBOf just sold for XXX% or 2x including bond marks. $BAFN Board needs a good reason if saying no to credit unions. Current focal point is to grow deposits by encouraging meetings at branch meeting spaces. XX% trailing efficiency ratio. @OurBank3"  [@colarion](/creator/x/colarion) on [X](/post/tweet/1807501887434031589) 2024-06-30 19:50:06 UTC 5219 followers, 8152 engagements "As a director you want to shoot for $SLRK status - own XXX% collect $120k a year"  [@colarion](/creator/x/colarion) on [X](/post/tweet/1947690914811449644) 2025-07-22 16:11:15 UTC 5222 followers, 2977 engagements "Most banks are shit Hes right And yet there are banks that perform more consistently with comparable returns to Constellation software. They are just illiquid"  [@colarion](/creator/x/colarion) on [X](/post/tweet/1925266502380314922) 2025-05-21 19:04:38 UTC 5217 followers, 4243 engagements "We were promised AI would replace attorneys. Yet Capital One just paid $XX million in attorneys fees to buy Discover. One of the worlds oldest professions for better or worse"  [@colarion](/creator/x/colarion) on [X](/post/tweet/1947848923168583876) 2025-07-23 02:39:07 UTC 5223 followers, 1877 engagements "On SOFIs trading app you can buy private equity bags from firms including Fundrise Cashmere and Liberty Street Advisors but you cant buy OTC banks like $PBAM. More discrimination against the little guy and more reason for OTC banks to uplist"  [@colarion](/creator/x/colarion) on [X](/post/tweet/1942594585261158653) 2025-07-08 14:40:15 UTC 5217 followers, 3925 engagements "Avid bank $AVBH is uplisting to Nasdaq which will help shares. They are also doing a share offering at XX% of book ex AOCI despite having XXX% tce. This second choice will hurt their stock and neutralize a lot of the Nasdaq benefit"  [@colarion](/creator/x/colarion) on [X](/post/tweet/1946196808536928325) 2025-07-18 13:14:12 UTC 5217 followers, 2655 engagements "Who should be written in Are we suggesting $FUSB and $BFIN are in the same category of $SLRK Quagliano at SLRK does stuff like say in the proxy he will either pay himself $X or $1mln. Its as if you gave Trump X Red Bull / vodkas plus total control"  [@colarion](/creator/x/colarion) on [X](/post/tweet/1945582443005694345) 2025-07-16 20:32:56 UTC 5216 followers, 1248 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@colarion
"There may be no US company I certainly believe no US bank with a larger disconnect between current multiple and takeout multiple than BayFirst $BAFN. XX% of tangible book with XX locations across Tampa St Pete and Sarasota. Marine $MBOf just sold for XXX% or 2x including bond marks. $BAFN Board needs a good reason if saying no to credit unions. Current focal point is to grow deposits by encouraging meetings at branch meeting spaces. XX% trailing efficiency ratio. @OurBank3"
@colarion on X 2024-06-30 19:50:06 UTC 5219 followers, 8152 engagements
"As a director you want to shoot for $SLRK status - own XXX% collect $120k a year" @colarion on X 2025-07-22 16:11:15 UTC 5222 followers, 2977 engagements
"Most banks are shit Hes right And yet there are banks that perform more consistently with comparable returns to Constellation software. They are just illiquid" @colarion on X 2025-05-21 19:04:38 UTC 5217 followers, 4243 engagements
"We were promised AI would replace attorneys. Yet Capital One just paid $XX million in attorneys fees to buy Discover. One of the worlds oldest professions for better or worse" @colarion on X 2025-07-23 02:39:07 UTC 5223 followers, 1877 engagements
"On SOFIs trading app you can buy private equity bags from firms including Fundrise Cashmere and Liberty Street Advisors but you cant buy OTC banks like $PBAM. More discrimination against the little guy and more reason for OTC banks to uplist" @colarion on X 2025-07-08 14:40:15 UTC 5217 followers, 3925 engagements
"Avid bank $AVBH is uplisting to Nasdaq which will help shares. They are also doing a share offering at XX% of book ex AOCI despite having XXX% tce. This second choice will hurt their stock and neutralize a lot of the Nasdaq benefit" @colarion on X 2025-07-18 13:14:12 UTC 5217 followers, 2655 engagements
"Who should be written in Are we suggesting $FUSB and $BFIN are in the same category of $SLRK Quagliano at SLRK does stuff like say in the proxy he will either pay himself $X or $1mln. Its as if you gave Trump X Red Bull / vodkas plus total control" @colarion on X 2025-07-16 20:32:56 UTC 5216 followers, 1248 engagements