Topic Archives: PNC Financial (PNC)

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Richard Lashley at PL Capital has been involved in proxy contests and shareholder activism with small banks around the country for about 18 years. Chris Mayer talked about him […]

I covered Altius earlier this week, one of the larger positions I own and one of the more interesting over the past month, but they’re moving up to the “Core” list as Sandstorm Gold (SAND) moves down to “speculative” (that’s a measure of how confident I feel about the company’s future, this isn’t a portfolio […]

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