A Peek Behind the Numbers

A Peek Behind the Numbers

Share this post

A Peek Behind the Numbers
A Peek Behind the Numbers
Finding Misclassified Diamonds

Finding Misclassified Diamonds

A case for Starwood Property Trust (STWD)

Behind the Numbers's avatar
Behind the Numbers
Mar 27, 2023
∙ Paid
1

Share this post

A Peek Behind the Numbers
A Peek Behind the Numbers
Finding Misclassified Diamonds
Share

We have seen several names that are being unfairly punished by the stampede out of the financial sector caused by banks getting caught with too many assets on their balance sheets declining in value. This may be presenting opportunities as solid businesses are being sold off in the chaos. We believe Starwood Property Trust (STWD) is an example of this and we will take a close look at how exposed the company really is to the factors currently impacting the financial sector.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Behind the Numbers
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share