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Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

Focused Compounding

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Are Regional Banks Uninvestable?

Kager: Is it going to make this industry uninvestable from your point of view? I mean, I'm just kind of curious of your thoughts on the back end, assuming more banks don't fail. How this is going to change, if at all, how you think about investing in bank stocks? It depends on the bank. Another issue with almost all the banks that ran into the serious problems is that they all grew faster than their return on equity and had for a long time.

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