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John Hempton on What's Ailing Bank Stocks

Odd Lots

CHAPTER

Navigating Bank Valuations and Investment Strategies

This chapter explores the current climate of bank valuations, emphasizing historic lows and profitability challenges, particularly in the lending sector. It contrasts global banks and addresses the complexities of market valuations, including reflections on tech stocks and the obstacles facing value investors. The discussion culminates in examining successful investment strategies, highlighting the importance of business models and competitive advantages.

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