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Value After Hours S05 E14: John Huber, State of US Banking, John von Neumann, Buffett 90% Rule

The Acquirers Podcast

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The Importance of Portfolio Construction

A month ago, when Silicon Valley bank had their run, I started going through a list of bank stocks. And my original idea was there's going to be some babies thrown out with the bathwater here because there are a lot of issues in a lot of different banks. But there are also banks that are flush with liquidity and huge amounts of cash on their balance sheet. So it's just interesting to see how these management teams allocated capital.

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