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EP 341. Industry Analysis: Judging a company’s market position in its industry

Focused Compounding

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Having a Cost of Funds Problem Is a Contributing Factor

Having a cost problem is a contributing factor in companies doing dumb things. As your costs get too high, there's a temptation that it sort of like, say, a pension fund to do risky things. If you're a bank that is generally money at such a low cost, then you don't have to do risky Things very often. And so having low cost is very helpful. Moneyis a commodity, just the same way as if it was oil or something like that.

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