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Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

The Acquirers Podcast

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The Banks' Return on Common Equity

Tim Travis: I'm kind of in the same camp as as you guys. We were talking about the banks. They're generating a mid teens return on tangible common equity. Even in kind of a trough period, this kind of trough earnings for them. But they have to, you know, provision for future losses and everything. So many people have pulled out of that space,. A lot of these banks have pulled out. Tim Travis: If we don't have like that pure panic like the banking crisis was, it'll be founded panic.

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