Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Focused Compounding
00:00
Do You Have a Preference to Banks That Securitise?
Do you have a preference to banks that securitis assets a like their loans, verse ones that don't? I mean, doyo have any general thoughts on that as a business model for a bank that is doing a lot of lending? Ye, i generally prefer that they don't. They're not on either side of securitising with anything. M, this bank obviously has terrific returns since over the perod that we can look at here. And it's done it with a very low net interest margin. So everything about that would look really attractive.
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