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Bill Nygren: The State of Value Investing Today

The Long View

CHAPTER

Analyzing Deposit Franchise and Charles Schwab's Investment Strategy

This chapter discusses the significance of a strong deposit franchise in banking, the analysis of Charles Schwab's investment in moderate duration securities, and the potential impact on their book value. It also highlights Schwab's competitive advantages in wealth management and the potential earnings impact of holding longer duration securities. The chapter concludes with an ad from Janice Henderson, an investment company.

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