
Ep 353. Revisiting Geoff’s Singular Diligence Writeups
Focused Compounding
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Bank of Hawaii
Bank of hawaisian and frost are both, what like two times book and much higher p multiples. Commerce is controlled by a family that they have, like cousins, basely to control another bank that we could consider writing up,. They're in the same sort of part of the country. Am i don't think there's that much to be interested in with there. What's their price yet? I don't two point five tives book. The fact that you could have the same retin equity over times pretty good. Um, it would be hard for me to pick it over bank of hawaii or frost. However, it is cheaper.
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