Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
Focused Compounding
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How Much Equity Do You Really Need?
Having a growth rate in excess of return on equity is a problem. High growth rate in assets is an issue for the overall industry, any industry. I'd be worried about if the overall group is doing it or individual businesses. The safest thing to me in the long run is always to have a return on equity.
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