Conversion Confidential Substack

I write a weekly newsletter on Substack called Conversion Confidential which highlights an underfollowed investment area known as thrift conversions. Thrifts represent only a fraction of the portfolios managed by Shadowridge Value LLC, but I find it a fun space to discuss. My goal is to educate and connect with other investors by sharing my analysis, commentary, and resources on these niche banks. If interested, this link will take you to the homepage of Conversion Confidential.