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The December quarter net income reads $187 million, up 36% year on year (+13% excluding one-offs). Compass equity is worth north of $20 billion, on our assumptions.
Read MoreOnDeck Capital reported a strong quarter surprising the market on originations and cost of funding. The weak spots are asset quality deterioration and poor prospects for cost of risk.
Read MoreThe launch is a natural extension of OnDeck's partnership efforts with banks which began three years ago. ODX is likely to help OnDeck crystallize value in its SaaS business and credit analytics by potentially attracting strategic interest in equity..
Read MoreOperating leverage is working to LC's favor leading to growth in originations with margin gains and solid earnings. June quarter is indeed a strong beat. The downside risk, the elephant in the room, remains legal and regulatory.
Read MoreRepricing of loan book late 2017 has started showing up in margins, which have beaten analysts’ June quarter estimates. The street is catching up but there is probably further upside risk to earnings. The shares are trading at compelling multiples.
Read MoreGranting bank charters to enterprise fintech may be a good compromise for regulatory reasons. Yet, a bank charter to run a more competitive financial technology business is probably overstated as a commercial proposition.
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