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Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett

The Acquirers Podcast

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The Importance of Banking in the US

John MacIntosh: I'm not a banking analyst by any stretch of the imagination, but I do cover the big money centers because I enjoy it. What I bought recently though was I bought truest financial at seven times earnings and 7% dividend yield. He says Warren Buffett is attracted to banks; he owns some JP Morgan in his personal account. Macintosh: It's very interesting to imagine what if him going in the banking direction for another 40 years? What would it look like today?

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