Silicon Valley Bank

SVB | Quick thoughts, more later

Craig Reynolds

Speevr Intelligence
March 13, 2023

I’m traveling, so apologies for the approximate figures used here. You can double check for yourselves.
Here’s some quick math
- As per the last 10K filing, SVB has ~zero equity with bonds at market prices.
- If all depositors leave tomorrow, SVB will pay their ~200bn in deposito...

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