Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
Focused Compounding
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Is First Republic a Better Bank?
In terms of what management is saying, you'd be convinced that Frost has more of a problem than First Republic does. They actually say at some points when they're asked like, so do you want to buy more bonds and things and whatever? But the responses are very different between the two companies. Would you be interested in Frost? No. I think it's too expensive.
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