11min chapter

Value Hive Podcast cover image

Stephen Farrington: An Unemployed Small-Cap Value Degenerate

Value Hive Podcast

CHAPTER

Evaluating Financial Companies: Strategies and Market Dynamics

This chapter explores research methodologies for analyzing financial companies like FOA and Jackson Financial, highlighting the challenges posed by derivative instruments and adjusted metrics. It also examines the implications of reverse mortgages on the aging baby boomer population and the broader market's reaction to economic events and earnings fluctuations.

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