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Colarion Partners' Sam Haskell on the financial sector and banks

Yet Another Value Podcast

CHAPTER

The Different Banks' Corporate Governance Issues

The only time that the commercial real estate sector has come into material credit shock is shortly after 08. It tends to be smaller business owner who rents their who's leasing their restaurant building or their office space and that type of stuff. Their NPA's look great. They seem cheaper and I could make a real argument for franchise value there. But for the most part, yes, it's just, again, are they going to repurchase the shares at the right time? Are they going to pay a substantial dividend? Is it going to be a prestige thing? Are they never going to sell?

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