Focused Compounding cover image

Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

00:00

The Banks That Are Facing the Regional Banks

The banks that we're talking about being in trouble and that people worry about them pulling back on lending are probably commercial real estate stuff. You know, and then the thing has to do with the cap rates. Some of the cap rates were really high before really low. The multiples were high. And then lately they had some probably around the time you see that stock drop and stuff like that. So if you apply that to like later ones, then you have a bit of a problem. But I don't know if they are trying to sell the stuff that's harder to sell now or smaller and then they end up more with their best properties later. It seems like more of that than

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app