In this episode, you'll learn:
- How to estimate the intrinsic value of Bank of America
- How to understand bank valuations based on tangible book value
- How to read the yield curve and what it means for profitability for banks
- How to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of America
- Ask The Investors: Why should I buy psychical gold over paper gold?
BOOKS AND RESOURCES MENTIONED IN THIS EPISODE
- Oakmark Fund’s website
- Oakmark Fund’s market commentaries
- Preston and Stig’s interview with Bill Nygren
- Preston and Stig’s interview with Sean Stannard-Stockton on First Republic Bank
- Capital One. This is Banking Reimagined.
- Get a FREE book on how to systematically identify and follow market trends with Top Traders Unplugged.
- Earn unlimited 1% cash back with Radius Bank.
- Have everything you need to live your most comfortable life with Brooklinen. Use promo code INVESTORS.
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