Neil A.Wilson Chairman & Chief Investment Officer Silver Oak Fund L.P.
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U.S. Bancorp's Revenue Will Grow 8% and Profit Margin Will Reach 27% in 5 Years
Valuation Based on the February 2026 transition details from U.S. Bank announcements and related sources. U.S. Bank Brokerage Transition Brief – February 2026 • What happened : On or about February 17, 2026, U.S. Bancorp Investments (USBI) transitioned its retail brokerage and advisory accounts to its affiliate, U.S. Bancorp Advisors (USBA).Read more
Sezzle's Profits to Soar with 27% Margin Boost
This overview balances recent growth performance, risks, valuation, and tactical signals (based on the most recent public filings and analyst research available): Bullish Investment Thesis (Why Buy / Hold) 1) Very Strong Growth & Profitability Execution Sezzle has delivered rapid revenue growth (>60–70% YoY) across 2024–2025 and record profitability, a rare achievement among BNPL peers. ( StockAnalysis ) Gross Merchandise Volume (GMV) crossed $1 B quarterly , while net income margins remain healthy (~22–30%).Read more