Start the conversation
If there's one thing I've learned throughout my more than 20 years in the markets, it's that with some companies, there's more to them than meets the eye.
This was especially the case with Home BancShares Inc. (Nasdaq: HOMB), a regional bank based out of Conway, Arkansas.
On a Friday afternoon back in summer 2016, I was wrapping up my work and heading out for my "ready for the weekend pizza and vino" run when I got an email from Home BancShares chairman John Allison.
Now, I had just published an article about banks that I thought were overvalued at the time based on the price-to-book-value ratio. Mr. Allison's company made the list, and he thought I was a little unfair in that regard.
Don't be mistaken: he didn't chew me out or anything. He's a stand-up guy who wanted to have a thoughtful conversation and provide me with his side of the story.
And let me tell you that if I had a bank, I would definitely want Allison as my CEO...