Banking Dynamics in the U.S. Market

This chapter examines the competitive landscape among the top three U.S. banks, focusing on their growth and strategies for increasing market share. It also explores the evolution of banking practices post-2008 financial crisis and the impact of improved capital positions on risk perception and long-term viability.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

On today's show, Stig and Preston talk with investment experts Bill Nygren and Mike Nicolas from Oakmark Funds. The topic is determining the intrinsic value of a company and the company being assessed is Bank of America.

IN THIS EPISODE, YOU'LL LEARN:

How to estimate the intrinsic value of Bank of America.
How to understand bank valuations based on tangible book value.
How to read the yield curve and what it means for profitability for banks.
How to understand the competitive situation between Wells Fargo, JP Morgan, and Bank of America.
Ask The Investors: Why should I buy psychical gold over paper gold?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Oakmark Fund’s website.
Oakmark Fund’s market commentaries.
Preston and Stig’s interview with Bill Nygren.
Preston and Stig’s interview with Sean Stannard-Stockton on First Republic Bank.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Bluehost
Fintool
PrizePicks
Vanta
Onramp
SimpleMining
Fundrise
TurboTax

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests Top books