Evaluating Investment Opportunities

This chapter explores filtering investment opportunities by analyzing enterprise value and earnings, while stressing the importance of both valuation and momentum. Additionally, it promotes a platform for listener engagement and highlights a conversation on valuing time and experiences, underscoring the need to appreciate meaningful moments in life.

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Episode notes

On today’s show, we talk to Sean Stockton about the intrinsic value of First Republic Bank (FRC)

IN THIS EPISODE YOU’LL LEARN:

What is the intrinsic value of First Republic Bank
Why First Republic Bank can be seen as a retail business with a superior franchise
How to value banks, and the importance of price to tangible book value
Which key ratios to use to evaluate performance and debt levels of banks
Ask The Investors: How to pick stocks when you have a full-time job

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Sean Stannard-Stockton’s company, Emsemble Capital
Ensemble Capital’s educational blog
Check out Millennial Investing by The Investor’s Podcast Network
Sign up to the TIP live event in Los Angeles with Stig and David by emailing: stig@theinvestorspodcast.com
Join the Mastermind Group and the TIP Community for the Berkshire Hathaway Annual Shareholder’s Meeting

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