Hilltop Holdings Inc.

HTH position long Jeff Gramm

Thesis

We bought Hilltop Holdings at a huge discount to cash during the crisis, viewing it as a very low-risk investment with a lot of upside.

Did it work?

inconclusive confidence: low

Without specific price performance data or a defined time horizon for the investment thesis, it's difficult to assess whether the investment has worked or failed. The thesis suggests a low-risk investment with potential upside, but without knowing how much time has passed or the current price, we cannot draw a conclusion.

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