Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
Focused Compounding
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Smaller Banks vs Big Banks: Analyzing Returns and Valuations
This chapter provides a comprehensive analysis of owning a bank through a full cycle, with a focus on smaller banks versus big banks like JP Morgan. The speakers delve into the breakdown of JP Morgan's bank, discuss the valuation of different banks, and explore various factors influencing stock prices and earnings.
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