Travis Hoium

It gives it an edge against a lot of small banks that just don't know the process the same way.

And it's also great for investors, because the SBA loans are backstopped, and that reduces the risk.

It's interesting, because this is a big bank.

It's a multi-billion-dollar valuation company, and they've got billions of dollars in assets under management.

But I've never really had a lot of exposure to small businesses.

The combination of tariffs and trade pressures and inflation over the past year

we've seen that that impacts small businesses in far outsized ways compared to enterprises.

So, that exposure is something that I haven't gone through before.

But here's the funny thing that's happened over the past year.

Mahan and his team have shown their chops.

Shares are up almost 20% over the past year.

That's handily beating the market.

And if we look at from the tariff tantrum lows, the stock is basically double the S&P 500.

So, it's a business that's really delivering well in the tough environment.

Alright, Travis, you're not getting off the hook here.

What's your stock?

Yeah.

It's very controversial.

This is one that I've very much struggled to get behind myself.

I know you're a bull on it.