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"VBNK (update): Canadian digital bank buying quality short-term loans at 2.3% spread. High margins & ROIC due to lean model, but diluted 13% for US expansion causing 50% EPS drop. Management concerns with CEO style & distractions (DRT Cyber, crypto). Bull case: projected C$2 EPS by 2026, 20-25% US growth potential, possible fintech revaluation."
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