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Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast

Focused Compounding

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How to Listen to Earnings Transcripts of Regional Banks

When you talk about listening or reading earnings transcripts of regional banks, for example, are these companies that you're potentially interested in? Or is it the larger companies in that specific industry to just get an overall feel for the entire industry? I try to avoid any sort of information that has a short shelf life, right? Like, I just try to focus on the information that I think will be long term useful and then also retain that information.

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