The Zen of Thrift Conversion on The Acquirer's Multiple podcast

Recently I joined Tobias Carlisle at The Acquirer's Multiple podcast to chat about the new book, The Zen of Thrift Conversions, and how thrift conversions work. We discuss how to value thrifts, what kinds of returns you can expect, how to use activist investors to supercharge you returns and why this little niche of the market can continue to offer attractive risk-adjusted profits for investors. It's classic value investing, but with a catalyst in a potential buyout.