Shares of First Financial (NASDAQ: THFF ) have been a strong performer, gaining 35% over the past year. Its acquisition of SimplyBank has helped to meaningfully improve its funding profile, leading to a very strong expansion of net interest margin. At the sameOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an art ...